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Team Leaderboard in Housing Market CRM

Tutorial 168 of 181 · 37 s

Open the product

Team performance, part of the Housing Market CRM Business plan, is a leaderboard of your agents. For the last 7, 30 or 90 days it shows how many leads each agent received, how fast they first responded, how many leads are still waiting, how many deals they closed and their conversion rate. This tutorial switches periods, reads the table, and walks through the definitions under it, so everyone on the team knows exactly how the numbers are worked out. Leads that are not assigned to anyone are counted separately.

In this tutorial you will learn

  • Where Team performance is
  • Which figures are compared
  • How to change the period
  • How each number is calculated

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Click Team performance in the left menu.
  3. Pick 7, 30 or 90 days.
  4. Compare leads, first response and leads still waiting…
  5. …and deals closed and conversion.
  6. The definitions explain every figure.