Using Listing Carts

 

You can use Carts to aggregate the results of different property and tax record searches you are running for a Matrix Contact. Then you can grab all of the different items and send them all in one email.

Note: the customer must be added to Matrix as a Contact before you will have the ability to send listings to a Cart for them.

After performing a search and selecting the listing(s) you want for the contact:

  1. Go to the bottom of the screen and click Carts .
  2. Use the drop down to look for the desired Contact's Cart. Note: the list will only include Contacts that already have carts with items in them.
  3. If you see the desired Cart, click Add to .
  4. If the Contact you are working with does not have anything in a Cart yet, click New Cart .

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If you click New Cart, you have the ability to enter a name for the cart and then choose the associated Contact:

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You will get a confirmation in the top left corner of the Matrix screen that tells you the number of listings sent to the Cart:

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Related articles :

Delete a listing Cart

Delete listings from a Cart

 

 

 

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