Chris Horroll
Articles
Recent activity by Chris Horroll
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Will my reservation save if I navigate away from the page?
If you are mid-way through a reservation but cannot continue it at that time, Yourkeys will save certain information for you. The progress of your reservation will be saved, however, the Sales Pro...
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Account Settings: People
You can view, edit and add users across all of your developments from your Development Overview. This article includes: View all users Edit existing users access Add new users View all users T...
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Development Settings: Edit Development - Overview
In the Overview section of your development's settings, you can set the core details such as the Development Name, Address and Development completion date. This will be populated onto legal docume...
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Viewing and editing plot information
Each plot bubble on the CRM Dashboard contains all the information regarding the property, including interested contacts, and the buyers (if the plot is reserved). Plot information can be viewed a...
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Automatic leads
The CRM automatically adds leads directly from all sources you've integrated with and they'll display within the Leads section on the right-hand side of your Dashboard. Automatic leads can come fr...
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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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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 ...
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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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Reservation Document Set
The Yourkeys platform collates all of the relevant information during the reservation so we can send a document set to your conveyancer and mortgage broker. This includes tonnes of useful informat...
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Progression Summary
Once you and the buyer have completed all steps and have signed the Reservation Agreement, you will have access to your Progression Summary page. This page gives an overview of all the steps in yo...
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