The CRMLS Matrix platform allows you to add listings from a search results screen to a Cart for quick access. Listings that you add to a Cart will remain in the cart regardless of any changes/modifications the listings go through. You can then view your client’s Carts and quickly print listing reports or email the listings to your clients.
Before you begin, make sure that you have performed a search and are at the search results page.
1. Click the checkbox next to each listing you want to add to a Cart.
2. Click the Carts button, then select a client in the drop-down list.
Note: If you have a large number of clients, you may need to select — more (click) — to display additional clients.
3. Click the Add to button to add the selected listings to the selected Cart.
Note: When the listings have been added to the Cart, you see a confirmation message at the top of the screen.