Matrix: How to Search for an Agent

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 (*).

in Matrix: Searching