What happens when I impersonate another agent in Matrix?
If an agent you work with added you to a team in Matrix and set you up to impersonate them, you are able to do the following things:
- Send emails in Matrix as the agent you are impersonating, using that agent's name, email address, email banner, footer and email signature
- Any reports that are printed will have the information of the agent being impersonated in the “Courtesy of” information
- Access another agent’s Matrix Contacts and Saved Searches (you cannot change their team settings)
After you have been added to a team, you will be able switch from your own login to the Team login by clicking on the name in the upper right corner of Matrix. A popup will open and you can click to select the team name. To leave working as the team and go back to working as yourself, click the “Working as” link in the upper right of the screen and click to select your own name.
When you send an email from Matrix while you are impersonating another agent, the name and email address in the “From” line will be highlighted in yellow. This is to call attention to the fact that you are sending that email as that agent. To the client, the email will look exactly as if it came from the agent being impersonated.
If you have additional questions, please call us at 314.984.9111 option 1. We're always happy to help!
Published April 5, 2019