User

Chris Horroll

Member since
Total activity 102
Last activity
Following 0 users
Followed by 0 users
Votes 1
Subscriptions 0

Articles

Recent activity by Chris Horroll

  • Signing in to CRM

    This article includes:  Signing in to the CRM Changing your password Signing in to the CRMSigning in for the first timeIn order to sign in to the CRM, ensure you enter the details we sent to your ...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • Understanding funnels

    Funnel is a fully interactive visual representation of Developments in the CRM. In a single glance, you can view an overview of the state of the business allowing you to progress sales quicker and...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • Understanding leads

    The CRM is designed to capture your leads at the source of their enquiry, allowing you to document exactly where your customer base has been viewing your properties. Leads from your website lead ...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • 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,...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • 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 ...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • 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...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • Complaints process

    We aim to give all of our customers products and services which truly add value to their business – but we know that from time to time, things don’t go as planned.We take all complaints very seriou...

    • Updated
    • 0 followers
    • 0 comments
    • 0 votes

  • What happens when I have reserved a new property?

    When you have fully reserved a new property, you will receive a congratulatory email confirming your reservation. All of the transaction information will be sent directly to your chosen conveyance...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • My Development Overview

    The Development Overview page shows you a list of all units on a single development. It is also the area of Yourkeys where you can add a new reservation and edit certain details of the development...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • Adding a new reservation - Steps Listing

    Once you have started your reservation, you will be brought to the steps listing. This lays out the steps needed to complete a reservation. Minimum information required: Unit Details Buyer(s) det...

    • Updated
    • 1 follower
    • 0 comments
    • 0 votes