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How to Recommend a Service Provider in Housing Market CRM

Tutorial 129 of 181 · 38 s

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Service providers in Housing Market CRM lists the movers, cleaners, inspectors, lawyers and other local providers on Housing Market Services, so you can recommend one to a client with a personal link. This tutorial filters the list by category and city, recommends a provider, copies the link for the client, and shows where your referrals are kept.

In this tutorial you will learn

  • Where to find service providers in the CRM
  • How to filter by category and city
  • How to recommend a provider with a link
  • Where to see your referrals

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Click Service providers in the left menu.
  3. Filter by category and city.
  4. Click Recommend.
  5. Copy link and send it to your client.
  6. Every link you sent is under My referrals.
  7. Payment is agreed between your client and the provider.