Matrix Overview Part 1- Getting Started

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Matrix Overview Part 1- Getting Started

Houston Association of Realtors?

3 Hours CE

Course#: CE Pending

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Table of Contents

1.

My Matrix

4

1.1

Contacts (Add) ..................................................................................................................... 4

1.2

Contacts (Manage) .............................................................................................................. 5

1.3

Saved Searches .................................................................................................................... 6

1.4

My Matrix CMAs .................................................................................................................. 7

1.5

My Information ................................................................................................................... 8

2.

Add / Edit Listings

13

3.

Public Records

14

4.

Searching

15

4.1

Criteria Search ................................................................................................................... 15

4.1.1

Numeric Fields ............................................................................................................. 16

4.1.2

Search Symbols and Wildcards ................................................................................... 17

4.1.3

Additional Fields .......................................................................................................... 18

4.2

Map Search ........................................................................................................................ 19

4.2.1

Map Layers .................................................................................................................. 21

4.3

Speed Bar Search .............................................................................................................. 22

4.4

5.

5.1

6.

Recent Searches ................................................................................................................ 23

Working With Results

24

Icons ................................................................................................................................... 25

Button Bar

26

6.1

Actions ............................................................................................................................... 26

6.1.1

Email ............................................................................................................................ 26

6.1.2

Print ............................................................................................................................. 28

6.1.3

CMA ............................................................................................................................. 29

6.1.4

Driving Directions ........................................................................................................ 30

6.1.5

Stats ............................................................................................................................. 31

6.1.6

Export .......................................................................................................................... 32

6.1.7

Quick CMA ................................................................................................................... 33

6.1.8

Cloud CMA ................................................................................................................... 35

6.1.9

Text Listings ................................................................................................................ 37

6.2

Refine ................................................................................................................................. 38

6.2.1

Narrow ......................................................................................................................... 38

6.2.2

Discard ........................................................................................................................ 39

6.3

Save .................................................................................................................................... 40

Matrix Overview Part 1- Getting Started 11/2017

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Table of Contents

6.3.1

New Saved Search ....................................................................................................... 40

6.3.2

New Auto Email ........................................................................................................... 41

6.4

Carts .................................................................................................................................... 41

7.

Auto Email to Contacts

43

8.

The Client Portal

47

Matrix Overview Part 1- Getting Started 11/2017

My Matrix

1

My Matrix

1.1

Contacts (Add)

1.

2.

3.

4.

5.

From the Matrix navigation menu, hover over the "My Matrix" tab and select "Contacts".

Click "Add" on the Button Bar.

From the "Personal Information" modal pop-up, fill out all mandatory fields.

Additional option fields can be viewed by clicking the "Show All Fields" link on the Button Bar.

Click "Save" on the Button Bar.

Matrix Overview Part 1- Getting Started 11/2017

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My Matrix

1.2

Contacts (Manage)

1. View number of "Contacts" displayed.

2. Search for contacts by name or by filter.

3. Click the "Expand" icon to open a section panel. Click the "Collapse" icon to close a section panel.

Click the "Collapse All" icon to close all subsection panels at once.

4. Manage Contact

5. Expand to view, or manage, the following items.

5a. Portal Activity: view a timeline of this contacts most recent Portal activity.

5b. Portal Searches: view the results of custom searches created, and saved, in the Client

Portal.

5c. Auto Emails: manage each of the Auto Emails created for this contact.

5d. Saved Searches: manage each of the saved searches created for this contact.

5e. CMAs: manage each of the CMAs created for this contact.

5f. Sent Email: view a collection of recent emails sent to this contact.

6. Click a number to view listings that are stored in this contact's cart, grouped in their

favorites/possibilities/discards folder, or display a collection of sent/received listing notes.

Matrix Overview Part 1- Getting Started 11/2017

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