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Housing Market CRM Pro Tools: Coach and Client Shortlists

Tutorial 179 of 181

Open the product

Two Pro tools in Housing Market CRM save you time with your marketing. The daily marketing coach picks three things worth doing today from your own marketing, and sends nothing for you. Shareable shortlists put some of your live homes behind one link that you send to a buyer; anyone who opens it sees the homes and, to open a home’s page, gives you their name and email, which makes them a lead. This tutorial opens Marketing, then Market & clients, reads and marks off the coach’s suggestions, and makes a shortlist link for a buyer.

In this tutorial you will learn

  • Where the coach and the shortlists are: Marketing, then Market & clients
  • How to read today’s three suggestions and mark one done or not now
  • How to put several live homes behind one shareable link
  • How opens and leads show for each shortlist, and how to revoke a link

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Open Marketing in the left menu.
  3. Click Marketing.
  4. Open the Market & clients tab.
  5. Click Coach.
  6. Three things worth doing today, picked from your own marketing.
  7. Nothing is sent for you: you choose what to do.
  8. Each suggestion says why.
  9. Click Mark as done when you have acted on one…
  10. …or Not now to set one aside.
  11. Now open Shortlists.
  12. Put some of your live homes behind one link.
  13. Each shortlist shows how many people opened it…
  14. …and how many gave their details.
  15. Click New shortlist.
  16. Give it a name. Only you see it.
  17. Tick the homes to share.
  18. Choose how long the link works.
  19. Click Create the link.
  20. Send the link to your buyer.
  21. Each person who opens it and gives a name and email becomes a lead.