Skip to main content
Housing Market GroupHousing Market GroupTutorials

Housing Market CRM Pro Tools: Local Market Calendar

Tutorial 180 of 181

Open the product

Key dates are a good reason to write to your contacts, and easy to forget. The local market calendar in Housing Market CRM lists the key dates of your market with the greeting already written, in every language. You pick a date, check the words and change them if you like, choose who receives it and how many days before it goes out, confirm that the people asked to hear from you, and it is sent for you on the day. This tutorial opens Marketing, then Market & clients, then Market calendar, and plans a New Year greeting. It is a Beta feature on the Pro plan.

In this tutorial you will learn

  • Where to find the market calendar
  • How to plan a greeting for a key date and check its wording
  • How to see how many contacts can be written to before you plan it
  • How to confirm the people asked to hear from you, and what happens on the day

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 Market calendar.
  6. Ready-made greetings for the key dates of your market.
  7. A date appears here once its wording is ready.
  8. Take New Year's Day.
  9. Click Plan this greeting.
  10. The wording is already written. It is yours to change.
  11. Choose the language yourself.
  12. Click Count the people.
  13. See how many of your contacts can be written to.
  14. Choose how many days before the date it goes out…
  15. …and the hour, in your market's time zone.
  16. Confirm the people asked to hear from you.
  17. Click Plan it.
  18. The greeting is planned. It goes out for you on the day.
  19. You can change it or cancel the plan until it goes out.