Spring into Selling Season with a New Matrix Header

By myoh@recolorado.com insights With 0 Comments

Spring is a time for fresh starts so why not ‘freshen up’ your header in Matrix. It’s easy to select a new template so your reports and Client Portal look polished and exciting for the 2017 selling season. Don’t forget to include a photo! Here’s how:

1. Hover over ‘My Matrix’ and select ‘My Information’

2. Select ‘Header & Footer

3. Select a header and click the radio button next to the header of interest (if you have previously selected a header, you will need to click “Select a different package” before you can choose a new one).

4. Click ‘Preview’

5. To upload a personal photo, select ‘Use Custom Photo’ and click ‘Change Photo’

6.  Click ‘Browse’ to select a photo from your computer

7.  Click ‘Save'

8. To change the foreground or background colors, click the respective color field and move the circle to select a color

9. To apply and save your changes, click ‘Save’.