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Follow-up Sequences in Housing Market CRM — Automate Follow-ups

Tutorial 28 of 181 · 43 s

Open the product

Follow-up sequences, part of the Housing Market CRM Pro plan, turn your usual follow-up routine into a series of steps that run for every new lead. This tutorial opens Follow-up sequences, looks at an existing "New buyer enquiry" sequence, edits its steps, and shows how to switch a sequence off. Then we start a sequence on a lead from the lead record, so the reminders and messages happen on schedule without you having to remember each one. The Follow-ups page lists everything that is due.

In this tutorial you will learn

  • Where follow-up sequences are managed
  • How a sequence is built from steps
  • How to switch a sequence on and off
  • How to start a sequence on a lead

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Click Follow-up sequences in the left menu.
  3. A sequence is a series of follow-up steps.
  4. Use Switch off to pause a sequence.
  5. Click Edit to change its steps.
  6. Set what happens on each step and how many days later.
  7. On a lead, find Follow-up sequence…
  8. …and click Start one.
  9. Every step now happens on schedule.