Viewing Scheduler in Housing Market CRM — Plan Viewings
Housing Market Group
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Viewing Scheduler in Housing Market CRM — Plan Viewings
0 просмотров · 8 дней назад
Housing Market Group
328 подписчиков
0 просмотров · 8 дней назад
Viewings in Housing Market CRM lists every viewing and consultation buyers booked online from your listings and your agent profile, and each booking is added to your calendar. This tutorial goes through upcoming, past and cancelled viewings, opens the lead behind a booking, reschedules one, and then sets up Viewing rules: whether you accept online bookings, your time zone, and the working hours and viewing days buyers can choose from. Online booking is part of Pro; the list of viewings is available on every plan.
In this video you'll learn:
• Where your viewings are listed
• How to open, reschedule or cancel a viewing
• How to switch online bookings on or off
• How to set working hours and viewing days
Step-by-step:
1. Open your Housing Market CRM account.
2. Click Viewings in the left menu.
3. Bookings made online appear here and in your calendar.
4. Open the lead, Reschedule or Cancel a booking.
5. See past and cancelled viewings too.
6. Click Viewing rules.
7. Switch online bookings on or off.
8. Set your time zone.
9. Choose working hours and viewing days.
Set your time zone first — it decides the times buyers see. Switch off online bookings while you are away; existing viewings stay in place. Offer viewings only on the days and hours you can really attend. Open the lead before each viewing to check the buyer’s requirements and messages.
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: Your viewings
0:23 Viewing rules
0:39 Wrap-up and what's next
Related videos:
Previous: How to Connect Your Calendar to Housing Market CRM • How to Connect Your Calendar to Housing Ma...
Next: How to Add a Team Member in Housing Market CRM
#HousingMarketCRM #RealEstateCRM #ViewingScheduler #PropertyViewings