Matrix: How to Search for an Agent

in Matrix: Searching

In this QRG, you will learn how to look up an Agent in Matrix.  The Matrix platform Roster allows you to search for Agents and/or Offices

Step 1: Click on the Roster tab

Step 2: Click on the Yellow Pages link under the Agent Roster section

Step 3: Enter your search criteria using the available fields

Step 4: Click the Results tab or button to display a list of agents that match your search criteria

Tip: Use an asterisk (*) after a partial first or last name to search for any first or last name beginning with the letters entered before the asterisk (*).