How to Work with a Lead Record in Housing Market CRM
Tutorial 21 of 181 · 50 s
The lead record is where you work an enquiry from first contact to closed deal. This tutorial opens a lead in Housing Market CRM and walks through it: the description, the agent it is assigned to, its status and category, comments, the contact with one-click phone and message buttons, files, follow-ups, the lead source, internal notes that can mention colleagues, and the activity history. We add a comment, schedule a follow-up and finish by marking the lead complete, so you can see how each action is recorded.
In this tutorial you will learn
- What each section of the lead record is for
- How to change status and category
- How to add a comment and an internal note
- How to schedule a follow-up
- How to mark a lead complete or lost
Follow along: the steps
- Open a lead from your Tasks board.
- Update the status as the lead moves on.
- Category says whether they want to buy or rent.
- Log what happened in Comments.
- Add an internal note — type @ to mention a colleague.
- Call or message the contact in one click.
- Under Follow-ups, click Add one.
- Pick a date and what to do — you get a reminder.
- Set the lead source.
- When you are done, click Mark Complete — or Mark as Lost.