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Contact Timeline in Housing Market CRM — Every Touchpoint

Tutorial 47 of 181 · 33 s

Open the product

Each contact in Housing Market CRM has a Timeline that joins everything the person has done with you into one list: portal enquiries, leads from your Cloud website and Ads campaigns, emails, campaign opens and clicks, and viewings. This tutorial opens a contact, reviews their details and phone numbers, and scrolls through the timeline to see how a buyer found you and what happened since. The timeline uses your own Housing Market data only; nothing is looked up from outside sources.

In this tutorial you will learn

  • Where a contact’s Timeline is
  • Which events it brings together
  • How to read a buyer’s history before a call
  • Where to edit the contact’s details

Follow along: the steps

  1. Open Contacts.
  2. Open a contact from your list.
  3. Their details, messaging handles and source are at the top.
  4. Scroll to Timeline.
  5. Enquiries, website and ad leads, emails and viewings — in order.
  6. Check it before every call to know the whole story.