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How to Connect Your Calendar to Housing Market CRM

Housing Market Group

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How to Connect Your Calendar to Housing Market CRM

1 просмотр · 8 дней назад
Housing Market Group
328 подписчиков
1 просмотр · 8 дней назад
Connecting your Microsoft 365 calendar to Housing Market CRM Pro lets the CRM see when you are already busy, so online viewing bookings avoid those times, and puts the viewings it books into your own calendar. This tutorial opens Calendar connections from Settings, explains what the connection can and cannot see, and starts the connection. The sign-in and permission step happens on Microsoft’s own page; afterwards you return to the CRM, where the provider shows as connected. In this video you'll learn: • Where Calendar connections are • What the CRM does with your calendar • What it does not read • How the connection is made Step-by-step: 1. Open your Housing Market CRM account. 2. Click the Settings icon at the top. 3. Choose Calendar connections. 4. The CRM checks when you are busy and adds the viewings it books. 5. It never reads the details of your other appointments. 6. Click Connect next to your calendar. 7. Sign in and allow access on Microsoft’s page, then return here. Connect the calendar you really use for appointments, so double bookings cannot happen. The CRM only checks when you are busy and adds its own viewings — it does not read the details of your other appointments or change them. You can disconnect at any time from the same page. Set your working hours under Viewing rules as well, so buyers can only book times you offer. Good to know: • Your Housing Market CRM login is the same as your Housing Market portal agent account, so portal enquiries arrive as leads without any setup. • The Free plan costs nothing and has no time limit; Pro is $29 and Business $99 per month, all in US dollars. • The Business plan includes 10 users; each additional user costs $5 per month, and the CRM Importer add-on is $29 per month on any plan. • Enquiries from your Housing Market Cloud website and your Housing Market Ads campaigns arrive in the same Inbox as portal enquiries. • The interface is available in 17 languages, including Thai, Arabic, Chinese, Japanese and Spanish. • Stuck? Use the Get help button in the CRM, or search the Help centre linked below. Housing Market CRM is the customer relationship manager of Housing Market Group, built for real estate agents, office managers and agency owners. It connects directly to the Housing Market portals in 34 countries, so enquiries from your listings arrive as leads automatically, and the CRM and your portal agent account are one login. Leads, contacts, properties, viewings and messages live in one place, and the interface is available in 17 languages. It belongs to Housing Market Group's family of products alongside Housing Market Ads for property advertising, Housing Market Cloud for agent websites and Housing Market Insights for market research. There are three plans, all priced in US dollars: Free ($0 per month, one user) covers leads, contacts, calendar, notifications, property management and analytics; Pro ($29 per month, one user) adds lead scoring, buyer matching, the AI listing writer, publishing to the portals, viewing scheduling, bulk email and Ads campaigns; Business ($99 per month, 10 users included, $5 per month per extra user) adds teams, roles, lead routing, the leaderboard, deal and commission tracking, the audit log and the open API. A CRM Importer add-on for bulk property uploads costs $29 per month on any plan. The feature shown here belongs to the Pro plan of Housing Market CRM. Get started: https://dashboard.housingmarketcrm.com Help centre / FAQ: https://faq.housingmarketgroup.com More tutorials:    • Housing Market CRM   Chapters: 0:00 Intro: Open Calendar connections 0:13 What it does 0:29 Wrap-up and what's next Related videos: Previous: How to Create an Ads Campaign from Housing Market CRM    • How to Create an Ads Campaign from Housing...   Next: Viewing Scheduler in Housing Market CRM — Plan Viewings #HousingMarketCRM #RealEstateCRM #CalendarSync #Microsoft365