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IDX Matrix CRM

Custom Filters

The IDXmatrix is designed to make organising and prioritizing your workload as simple as possible.


Features of Custom Filters

The IDXmatrix is designed to make organising and prioritizing your workload as simple as possible. When you access the ‘all leads’ page of the CRM, you can easily be overwhelmed by the shear wealth of information provided to you by our system. We make sure you can access the exact information you are looking for quickly and easily. Along with a standard search bar we provide you the ability to set custom filters, which can hide any irrelevant data from your screen.

IDX Matrix Video
IDX Matrix Video

How Custom Filters Work:

Once you have opened the ‘all leads’ page you can go to the custom filter setting and select from several different options; status, tasks, emails, text messages, multiple property descriptions, and many more. This way you can filter by status and bring all your high priority leads up to the top of the page. Making it easy for you to know where your attention is needed the most.

Benefits of Custom Filters for Agent:

The IDXmatrix is designed to hold all the information about your leads in one place. This is beneficial as it saves you having to search in different places for information, it prevents things getting lost, and it allows teams to work effectively together as they can all access the information at anytime from anywhere. Sometimes, however, there can be such a thing as too much information. This can lead to losing focus or not being able to find exactly what you need. Anticipating this problem we provide you with these custom filters so that any piece of information you need is always available at the tips of your fingers.

IDX Matrix Video

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