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Quick Start Guide Matrix™ 6.3
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Click, “Settings” to update your Saved Search
name, assign the search to a specific contact or
add/remove it as a Home Page favorite.
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Note: saved search can also be turned into an Auto Email.
Note: a criteria summary may be viewed, but not updated.
4
Click, “Criteria” to update your Saved Search
criteria.
Note: for more information, see, “Criteria Search” in the, “Search” section.
5
Click, “Results” to display the results of your Saved Search.
Note: for more information, see, “Search Results” in the, “Search” section.
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Click, “Date Since” to display the results of your
Saved Search since the last time the search was run.
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Click, “Market Update” to display the results of
your Saved Search since the last time the search
was run or between a specified date range (i.e. 7/1/2004+, 7/1/20127/31/2012 or 0-60).
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Click, “Delete” to permanently delete your Saved Search.
CMA (Create)
1
From the Matrix navigation menu, hover the,
“My Matrix” tab and select, “CMA”.
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Click, “Start a New CMA” on the Button Bar.
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Note: see, “My Matrix > CMA” in the “Button Bar” section for a full list
st
of Button Bar functionality.
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Click Start (default position) to select a
CMA Contact.
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Note: from the dropdown list, you may also change your CMA property type as well as
add an optional description in the textbox provided (description will not be visible
on the final CMA).
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