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How to Open Housing Market CRM from a Housing Market Portal

Tutorial 48 of 115 · 26 s

Open the product

Every agent account on a Housing Market portal is also a Housing Market CRM account. This tutorial finds the CRM link in the portal dashboard menu and explains what happens when you click it: Housing Market CRM opens in a new tab, you sign in with the same email and password, and your portal enquiries are already there as leads. The Free CRM plan costs nothing; Pro and Business add publishing, matching, teams and more.

In this tutorial you will learn

  • Where the CRM link is
  • That the portal and CRM share one account
  • What you find in the CRM

Follow along: the steps

  1. Open your agent dashboard.
  2. Click CRM in the menu — it opens in a new tab.
  3. Sign in with the same email and password.
  4. Housing Market CRM: your portal enquiries are already leads.