How to Use Messages in Housing Market CRM
Tutorial 76 of 181 · 47 s
Messages in Housing Market CRM is the one place every exchange with a person lives, so nobody has to remember whether the last reply went out by email or from a portal enquiry. This tutorial opens Messages, reads a thread from a buyer asking about a viewing, filters the list down to what is unread, replies, and archives a conversation that is finished. Every message stays attached to the contact, so the next person to pick the lead up sees the whole history.
In this tutorial you will learn
- Where your conversations live
- How to read a thread and reply
- How to filter to unread conversations
- How to archive a finished conversation
Follow along: the steps
- Open your Housing Market CRM account.
- Click Messages in the left menu.
- Every exchange with one person sits in one thread.
- Open a conversation.
- The listing they asked about is linked, so you can open it.
- Filter to Unread — your list for the morning.
- Back to All.
- Type your reply and press Send.
- Archived keeps finished conversations out of the way.
- Archiving hides a conversation — it is never deleted.