Unanswered Lead Reminders in Housing Market CRM: Reply Faster
Tutorial 42 of 181 · 55 s
When a buyer writes to you and nobody answers, Housing Market CRM can email you a reminder. This tutorial opens Settings, then Notifications, and finds the Unanswered leads card. You switch the reminder on, choose how many hours a lead may wait before you are emailed, and choose when your office manager is told if it is still waiting. The reminder only goes out inside your working hours, and only once until the buyer writes again. Replying clears it. This part is new (Beta): replies sent from your own mailbox are not counted yet, and WhatsApp is not connected. The screens show an invented agent.
In this tutorial you will learn
- Where the unanswered-lead reminder is
- How to choose how long a lead may wait
- What your office manager is told
- What clears the reminder
Follow along: the steps
- Open Settings, then Notifications.
- Find the Unanswered leads card.
- If a buyer writes and nobody replies, the CRM emails you.
- Keep the reminder switched on.
- Choose how long a lead may sit unanswered.
- Pick 2 hours.
- If it is still unanswered later, your office manager is told as well.
- Select Save reminder settings.
- Replying in the CRM clears the reminder.
- Replies sent from WhatsApp are not seen yet.