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Choose When Your Office Manager Is Told About an Unanswered Lead

Tutorial 43 of 181 · 36 s

Open the product

If a buyer writes to you and the lead is still unanswered after a long time, Housing Market CRM can tell your office manager as well. This tutorial opens Settings, then Notifications, finds the Unanswered leads card and chooses how long a lead may stay unanswered before your office manager is told. The choices run from 4 hours to 72 hours, and you save the choice with Save reminder settings. The screens show an invented agent.

In this tutorial you will learn

  • Where the office manager setting is
  • What the choices are
  • How to save
  • What clears the reminder

Follow along: the steps

  1. Open Settings, then Notifications.
  2. Find the Unanswered leads card.
  3. If a lead is still unanswered later, your office manager is told as well.
  4. Choose how long: for example 48 hours.
  5. Select Save reminder settings.
  6. Replying in the CRM clears the reminder.