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How to Reply to a Lead in Housing Market CRM

Tutorial 23 of 181 · 44 s

Open the product

The Housing Market CRM Inbox brings every conversation with a person into one thread: portal enquiries, website and landing-page forms, ad leads and email. This tutorial opens the Inbox, filters it by channel, opens a portal enquiry about a Sukhumvit condo, and replies from the CRM. You choose how to send — as a portal reply or by email — and the answer appears in the thread and reaches the buyer on the channel they used. We also point out the unread filter and the archive, which keep the Inbox manageable on busy days.

In this tutorial you will learn

  • What the unified Inbox collects
  • How to filter by channel and show unread messages
  • How to reply as a portal message or an email
  • How to archive a finished conversation

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Click Inbox in the left menu.
  3. Every conversation is here: portal, website, ads and email.
  4. Filter by channel, e.g. Portal.
  5. Open the enquiry.
  6. Choose how to send — Portal reply or Email.
  7. Write your reply.
  8. Click Send.
  9. The reply is added to the thread and reaches the buyer.