Contacts+ - Contact Management
Managing Your Contacts From One Dashboard
In this course, we will show you how to set up and effectively use Contacts+. Contacts+ is an intuitive contact management platform that allows you to sync across multiple email accounts and devices automatically from one dashboard. We’ll teach you all the best practices and pro tips for using Contacts+ as a professional and personal tool.
Your Instructor
Matthew Ma is the Founder & CEO of Avant Asset Management and Avant Real Estate Group—an innovative, high-tech real estate syndication and real estate group founded in San Francisco. Matthew Ma’s mission has always been to offer clients concierge-level service at every step of their real estate journey. As an agent and syndicator, he’s dedicated to client success and building wealth through syndication, residential real estate, multi-family housing, and commercial investments.
Matthew Ma began investing in San Francisco real estate over 12 years ago. Before becoming a real estate syndicator, Matthew worked in the network security industry training thousands of engineers in cyber security. Matthew earned his California Mortgage Loan Officer’s License in 2012 to further assist his clients by analyzing their mortgages and real estate investments. Matthew is dedicated to helping his clients build wealth whether it's through buying, selling, investing or 1031 exchanges in residential and commercial real estate.
Course Curriculum
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StartCustomizing Settings
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StartAdding Tags
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StartAssigning Contacts to Tags
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StartEditing/Deleting an Existing Tag
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StartUpdating & Merging Contacts
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StartSync Sources & Preventing Duplicate Contacts
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StartSubscription & Business Card Scanner
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StartSetup & Customization on Mobile
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StartBest Practices