How to Link a Lead to a Property in Housing Market CRM
Tutorial 22 of 181 · 42 s
Linking a lead to the property the buyer is asking about keeps the conversation and the listing together in Housing Market CRM. This tutorial tags a property to an existing lead with the Tag Property button in the contact panel, picks the listing from your properties, and shows where the link appears. We also show the two other places a link is made: when you create a lead, with the Interested Property field, and from a property card, with "Link to a lead". Linked leads count towards the listing’s enquiry figures in Property analytics.
In this tutorial you will learn
- How to tag a property to a lead
- How to link a property while creating a lead
- How to link a lead from a property card
- Why linking matters for your statistics
Follow along: the steps
- Open the lead you want to link.
- Click + next to Tag Property to Contact.
- Search your properties…
- …and pick the listing.
- The property is now linked to this lead.
- When you create a lead, use Interested Property.
- On a property card, use Link to a lead.