Working with Carts in Matrix

Summary

This tutorial explains how to use the 'Carts' feature in Matrix to organize and manage property listings for clients. It covers adding properties to existing client carts, creating new carts for specific purposes like rentals or sales, and managing carts from the dashboard.

Highlights

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.