How to Email Yourself a Report from Housing Market CRM
Tutorial 38 of 181 · 49 s
The Team performance report in Housing Market CRM, part of the Business plan, shows leads, first-response time, deals closed and conversion for everyone on your account. This tutorial opens the report, chooses the period, and clicks Email me this report: the same figures arrive in your inbox as a CSV file you can open in a spreadsheet, keep, or forward to your team. The report is always sent to the email address on your own profile; you never type a recipient, and the screen tells you where it went.
In this tutorial you will learn
- Where the Team performance report is
- How to choose the period: 7, 30 or 90 days
- How to email the report to yourself as a CSV file
- Where the report is sent, and why you cannot change it
Follow along: the steps
- Open your Housing Market CRM account.
- Click Team performance.
- Choose the period: 7, 30 or 90 days.
- Use the last 90 days.
- The same figures can be emailed to you.
- Click Email me this report.
- It goes to the email address on your profile.
- You never type a recipient: the report is only ever sent to you.
- Open the CSV file in a spreadsheet, keep it, or share it with your team.
- Read how these numbers are worked out before you share it.