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How to Use the Calendar in Housing Market CRM

Tutorial 77 of 181 · 42 s

Open the product

The Housing Market CRM calendar puts your viewings, meetings and follow-ups on one month view, so you can see what the week actually looks like before you promise a buyer a time. This tutorial opens the calendar, reads today's schedule, moves between months, and adds an event. Viewings booked through the CRM appear here automatically, and connecting Google or Microsoft brings your other appointments in alongside them.

In this tutorial you will learn

  • Where the calendar is
  • What appears on it automatically
  • How to read today's schedule
  • How to add an event

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Click Calendar in the left menu.
  3. Viewings, meetings and follow-ups on one view.
  4. Today's schedule is the list to read first.
  5. Click + New Event.
  6. Name it after the property, so the month stays readable.
  7. Connect Google or Microsoft and your other appointments appear here too.
  8. A viewing you confirm in the CRM appears here — never typed twice.
  9. Check it before you promise a buyer a time.