Carts in the Matrix system offer several benefits like organizing listings, facilitating client communication, and enhancing efficiency with quick access.
Use carts to gather selected MLS #s for contacts, a CMA, showings, and more.
To create a Cart in Classic Mode:
1. Select search results.
2. Click on Carts from the bar at the bottom of the screen. This bar will become active after selecting listings and allows you to:
3. Click New Cart
4. Enter a name for the cart (required), and if desired associate it with a contact by selecting your desired option.
The following options are also available from this bar:
Add to Cart: adds the selected properties to the selected cart
View: displays the properties contained in the selected cart.
New Cart: creates a new, custom cart associated with or without a specific contact.
To create a cart from Matrix New Mode:
1. Select the checkboxes of results you'd like to save to a cart.
2. Click on the three dots in the top right hand corner of the screen:
3. Select Carts from the resulting actions menu.
4. Click on the + to add a new cart.
5. Enter a Cart Name (required) and if desired, select a contact from the dropdown to associate the cart with.
6. Click Save
Once a Cart is created you can access your carts in several ways:
- My Matrix – My Carts
- My Carts Widget on the New or Classic dashboard.
- Use for a CMA and pull listings from Cart
- Attach to a Contact (My Matrix – My Contacts)
You can use your cart listings with the Matrix Actions bar to print, email, etc.