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How to See Your Portal Listings in Housing Market CRM

Tutorial 62 of 181 · 57 s

Open the product

If you already sell on a Housing Market portal, the listings that are live there now appear in Housing Market CRM too, under My properties, below the properties you manage in the CRM. Each one shows its portal status, price and size, and the portal's own figures: views, enquiries and how many buyers have it saved right now. They are read-only in the CRM, because the portal is the source of truth for anything live. This tutorial opens My properties, reads a portal listing and its figures, and switches from your own listings to every portal listing your agency owns.

In this tutorial you will learn

  • Where your portal listings appear in the CRM
  • What the views, enquiries and "Saved now" figures mean
  • Why portal listings are read-only in the CRM
  • How to see every listing your agency has on the portals

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Click My properties in the left menu.
  3. At the top: the properties you manage in the CRM.
  4. Below them: your listings that are already on the portal.
  5. Each one is marked Portal listing, with its portal status.
  6. Views, enquiries and how many buyers have it saved now.
  7. Compared with the average of the listings on screen.
  8. The portal is the source of truth, so these are read-only here.
  9. To change one, use Edit on the portal.
  10. Click My agency to see the whole office.
  11. Your colleagues' portal listings, with their figures too.
  12. Click Mine to go back to your own.