To create the Matrix URL for your clients that will allow you to link their account to Matrix searches, please follow the instructions below.

1. Add Contact to Matrix.
   • Login to Matrix – > My Matrix -> Contacts -> Add Contact button.
   • Initially use your email address for the contact email address. The email you receive will provide you with the activated URL needed for the portal.
2. Create a search and save it.
   • Criteria – enter desired.
   • Click Results button.
   • Click “Save” -> New Auto Email.
   • Save Auto Email and assign to new contact.
3. Get URL for Portal
   • You will receive an email from your email address with the Matrix listings.
   • View the email and scroll to the bottom of the message.
   • Look for a link with the label “View Listings in Portal”. Click on the link.
   • Your browser should open and the Matrix Portal page will display.
   • Locate your browser address bar located at the top of your browser.
   • In the new browser window, find the URL address bar located at the very top of the browser window. You will see something like “matrix.crebtools.com”
   • Click in the bar and highlight the complete URL address. Example, http://matrix.crebtools.com/Matrix/Public/Portal.aspx?k=118460006cV&p=AE-414569-193&L=1#1
   • Copy the URL address you have highlighted by pressing the keyboard keys or right click your mouse and choose “Copy” from the pop-up menu.
4. Add the URL to contact within YYC website
   • Find the client you want to add the Portal information to.
   • Hove over their name to display the edit menu.
   • Click the “Pencil” icon to edit their details.
   • At the top right of the form you will see the “Matrix Link” field. Paste the URL you copied into the field.
   • Scroll to the bottom of the form and click the “Update” button.

When your client logs into the website, they will be presented with the Matrix Portal listing search page. All their activity will be recorded within the Matrix contact.