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Your Follow-ups List in Housing Market CRM

Tutorial 35 of 181 · 1 min 08 s

Open the product

Every follow-up you set on a lead in Housing Market CRM lands on one page, so nothing you promised a client slips past. This tutorial opens the Follow-ups list from the left menu and shows how it groups your reminders by urgency: overdue first, then due today, then upcoming. It searches the list, opens the lead behind a reminder, ticks a follow-up off as done, and brings the completed ones back with a single switch.

In this tutorial you will learn

  • Where to find all your follow-ups in one place
  • How overdue, due today and upcoming follow-ups are grouped
  • How to search the list and open the lead behind a follow-up
  • How to tick one off, and how to show the completed ones

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Open Leads & contacts in the left menu.
  3. Click Follow-ups.
  4. The Overdue group comes first: these have slipped past their date.
  5. Due today is next.
  6. Then everything upcoming.
  7. Type a word to search your follow-ups.
  8. Only the matching follow-up is left.
  9. Open the lead takes you to the lead it is about.
  10. Clear the search to see everything again.
  11. Tick a follow-up when it is done.
  12. Switch on Show completed to see what you have finished.
  13. Completed follow-ups sit in their own Done group.
  14. Ticked by mistake? Tick it again to reopen it.