The CRMLS Matrix platform provides you with multiple ways to access your Carts. Refer to the following sections to access your Carts.
Accessing a Cart from the Home Tab
Accessing a Cart from the My Matrix Tab
Accessing a Cart from the Search Results Page
1. From the search results page, click the Carts button.
2. Select the Cart you want to view from the drop-down menu.
Note: If you have a large number of clients, you may want to select — more (click) — to display additional clients.
3. Click the View button to open the selected cart.