Chris Horroll
Articles
Recent activity by Chris Horroll
-
Adding a new reservation - Reservation Consent
We like to advise that the buyer(s) should have a valid form of identification with them before starting the reservation to speed up the process. To return all of the required information to compl...
- Updated
- 1 follower
- 0 comments
- 0 votes
-
Development Settings: How do I add team members?
Note Depending on your user role, the following actions may not be available to you This article includes: Add users Add a new team member Unit access for team members User permissions and a...
- Updated
- 1 follower
- 0 comments
- 0 votes
-
Privacy Policy
At Yourkeys, we understand that privacy is extremely important to all of our stakeholders. Protecting your data, privacy and personal information is crucial to us. All of the details of our privac...
- Updated
- 1 follower
- 0 comments
- 0 votes
-
Account Settings: How do I edit my profile details?
You can quickly and easily edit your profile. Buyers To edit your profile details: Click on your profile picture in the top right-hand corner Click Account settings You can update all of your...
- Updated
- 1 follower
- 0 comments
- 0 votes
-
What does my CRM Dashboard show?
This article includes: Dashboard overview Toolbar and side panel overview Dashboard overview When you sign in to your CRM account, you'll land on the Dashboard, which details your Activity and...
- Updated
- 1 follower
- 0 comments
- 0 votes
-
Manually adding leads
You may want to manually add a lead to the CRM if you receive a telephone call regarding your development, have walk-ins at your site, or if you receive information about a potential lead via othe...
- Updated
- 1 follower
- 0 comments
- 0 votes
-
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 ...
- Updated
- 1 follower
- 0 comments
- 0 votes
-
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...
- Updated
- 1 follower
- 0 comments
- 0 votes
-
Gifters Guide for Buyers
If a buyer declares part of their total funds as a gift, they will be prompted to enter the details of the gifter. We will send the gifter an email with instructions on how to digitally sign a Gif...
- Updated
- 1 follower
- 0 comments
- 0 votes
-
Reservation Summary
You will gain access to your Reservation Summary once all agreements are signed by both the seller and buyer, and the reservation is marked as complete in Yourkeys. You can view this from your Uni...
- Updated
- 1 follower
- 0 comments
- 0 votes