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Intermediate Matrix TABLE OF CONTENTS Introduction ........................................................................................................................................... 3 Minimum System Requirements ........................................................................................................ 3 Disabling Pop-up Blockers ................................................................................................................. 4 Accessing the CRMLS Matrix platform............................................................................................... 5 Hot Sheets ............................................................................................................................................ 6 Customizing Hot Sheets..................................................................................................................... 6 Running Your Hot Sheets .................................................................................................................. 7 Intermediate Search Techniques .......................................................................................................... 9 Detail Search ..................................................................................................................................... 9 Keyword Search............................................................................................................................... 10 Keyword Inclusion ......................................................................................................................... 10 Keyword Exclusion ........................................................................................................................ 10 Date Range Search ......................................................................................................................... 11 Creating A Custom Search .............................................................................................................. 13 Saving Searches ................................................................................................................................. 16 Saving a Search............................................................................................................................... 16 Managing Saved Searches .............................................................................................................. 19 My Favorite Searches ......................................................................................................................... 20 Searching with Speed Bar .................................................................................................................. 21 Using Speed Bar Shortcuts .............................................................................................................. 21 Saving Speed Bar Shortcuts ............................................................................................................ 22 Using Saved Speed Bar Shortcuts ................................................................................................... 23 Modifying or Deleting Speed Bar Shortcuts ..................................................................................... 23 Managing Contacts ............................................................................................................................. 25 Adding Contacts............................................................................................................................... 25 Importing Multiple Contacts.............................................................................................................. 26 Viewing Contacts ............................................................................................................................. 28 Managing Contacts .......................................................................................................................... 29 Customizing Email Settings ................................................................................................................ 30 Creating an Email Signature ............................................................................................................ 30 Customizing Your Header/Footer ..................................................................................................... 31 www.crmls.org • Toll Free: 800-925-1525 • Phone: 909-859-2040 [1]
