Your Weekly Stats Email from Housing Market CRM
Tutorial 98 of 181 · 1 min 37 s
Housing Market CRM sends every account holder one short email a week with their own figures: property views, new leads compared with the previous seven days, pending leads, and leads that are still waiting for a reply with the median time to a first response. Managers and office admins on a plan with team reporting also get a Team performance table. This tutorial shows the email exactly as the product builds it, with example figures for a demo account, explains when it arrives and when it is skipped, and shows where to switch it off in Notification preferences under Weekly CRM statistics. The figures in the email are the same ones your dashboard shows for the last seven days.
In this tutorial you will learn
- What the weekly email contains and what the team table adds for managers
- When it arrives, and when a week is skipped
- Where to switch it off: Settings, Notification preferences, Weekly CRM statistics
- How your mail app can unsubscribe you with one click
Follow along: the steps
- Open your Housing Market CRM account.
- Once a week you get one email with your own week.
- The subject names the seven days it covers.
- Your figures: the same ones your dashboard shows for the last 7 days.
- Property views this week…
- …new leads against the week before…
- …and the leads still open in your pipeline.
- It also counts leads waiting for a reply…
- …and your median first response time.
- One button opens your dashboard.
- Managers and admins on a plan with team reporting also get a team table.
- Team performance shows each agent and a team total.
- It arrives once a week, during your working hours, normally on Monday.
- A week with nothing in it is not mailed.
- To change it, open Settings in Housing Market CRM.
- Click the Settings icon at the top.
- Choose Notification preferences.
- Find Weekly CRM statistics.
- Choose Don't notify me to switch the email off.
- The setting is saved as you change it.
- Choose CRM and email to get it again.
- Your mail app can also unsubscribe you with one click.