Working with Carts in Matrix

Introduction to Carts00:00:01

Marilyn Maxwell introduces a tutorial on using carts in Matrix to organize listings from multiple searches into one convenient location. The tutorial assumes the user has already performed a search and has property results.

Adding Properties to a Client's Cart00:00:28

On the results page, the 'Cart' button is located to the right of the actions menu. Existing clients in Matrix will have a cart, and users can select a client and add checked properties to their cart. The number next to the cart indicates how many properties are saved.

Creating New Carts00:01:21

Users can create new carts, even multiple carts for a single client (e.g., 'rentals' and 'homes for sale'). It's also possible to create a new contact and a new cart simultaneously, requiring only first name, last name, and email.

Managing Cart Content00:02:46

After performing different searches (e.g., rental search), users can add relevant properties to the appropriate cart. Users can view a cart at any time and remove unwanted items. Properties in carts automatically update to reflect current MLS information, such as status changes or price adjustments.

Accessing Carts from the Dashboard00:03:33

Carts can also be accessed from the Matrix dashboard via a dedicated widget. The most recently used cart appears at the top of the list. Carts allow for organizing properties from various search types (rentals, townhomes, high-rises) in one place.

Conclusion00:05:34

The tutorial concludes by reiterating the straightforward and simple nature of using carts in Matrix. Marilyn Maxwell offers to answer any questions directly via email or phone.