Chris Horroll
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Latest activity by Chris Horroll
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Chris Horroll created an article,
Campaign insights
After creating and sending your campaigns, you can view the statistics for it within the Sent Insights section. Here you can view a breakdown of all the important metrics which can help you to pla...
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Chris Horroll created an article,
Creating campaign emails
You can create campaigns quickly and easily using the campaign type creation tool. To start with, choose the style of campaign you wish to create. You can choose between Direct Email, Campaign Ema...
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Chris Horroll created an article,
Understanding campaigns
The CRM allows you to create and send bespoke email campaigns directly to the contacts you have stored. Once sent, you can also monitor and measure the success of your campaigns to adjust your fut...
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Chris Horroll created an article,
Creating a lead source report
To help you get started with CRM reporting, we've created the following 3 Help Centre articles that demonstrate how to build the most requested reports by sales agents. New leads (weekly) Sales ...
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Chris Horroll created an article,
Creating a sale completions (monthly) report
To help you get started with CRM reporting, we've created the following 3 Help Centre articles that demonstrate how to build the most requested reports by sales agents. New leads (weekly) Sales ...
- Chris Horroll
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Chris Horroll created an article,
Creating a new leads (weekly) report
To help you get started with CRM reporting, we've created the following 3 Help Centre articles that demonstrate how to build the most requested reports by sales agents. New leads (weekly) Sales ...
- Chris Horroll
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Chris Horroll created an article,
Creating groups for reporting
Groups refer to collections of data that can be created and curated using bespoke parameters, which can be used to create a multitude of reports. The most common uses of groups are: Reporting on ...
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Chris Horroll created an article,
Sales Progression updates
Your Sales Progression updates display on the Dashboard via the plot bubbles moving into the different statuses. These are: Exchanged - Once all contracts have been exchanged Completed - For al...
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Chris Horroll created an article,
Understanding plots and reservations
The CRM houses all of your available plots in the Funnel making it easy to see a snapshot of the current status of your development's plots from the Dashboard. You can edit the information before,...
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Chris Horroll created an article,
Viewing and adding tasks
Adding a task to a lead helps you to remember to make calls, send emails or alert you of any site visits the customer may be making. Tasks can be created alongside an Activity, or separately at a ...
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