Contact Reports:
Reports about contacts indicate where your customers and potential customers are in their home-buying journey, and how they’ve got there. This can be filtered by development and when these contacts were made.
Contacts Created:
This drop-down menu allows you to filter by what period these contacts first got in touch. There are 5 defaults. These are all time, today, week, month, year.
Custom allows you to pick contacts from an exact date range of your choice. When you select custom, two boxes to the right appear. The first is labelled from, clicking this you’ll be taken through to a calendar.
Here you can select a suitable date to search from. The second is labelled to, here you can sort a suitable date to search to.
Buyer position:
This report indicates where customers are. If they’ve sold their house, are first-time buyers, or have anything to sell. This even shows what proportion of each category is using help to buy.
This can be filtered by development and when these contacts were made.
New Contacts:
This report indicates how many new people have registered interest in your selected developments, within your selected period.
The first chart breaks down which development customers have expressed interest in and is presented in a way that easily shows which developments are most popular.
The second chart on this page shows how customers first found out about you as a doughnut chart. This breakdown should aid you in directing your marketing efforts.
For example, it may show that the majority of your contacts come from social media, thus it would be wise for your marketing to focus further on this but also look to establish why other methods aren’t as successful.
The third chart on this page breaks down the status of your contacts into various categories. These include new, prospect, reserved, not interested, reservation in progress, exchanged and completed. Each bar in this chart shows both how many people are in this category and the proportion of your contacts that they make up.
Contact Status:
The chart on this page breaks down the status of your contacts into various categories. These include new, prospect, reserved, not interested, reservation in progress, exchanged and completed.
Each bar in this chart shows both how many people are in this category and the proportion of your contacts that they make up.
Source of enquiry:
The chart on this page shows how customers first found out about you as a doughnut chart. This breakdown should aid you in directing your marketing efforts.
For example, it may show that the majority of your contacts come from social media, thus it would be wise for your marketing to focus further on this but also look to establish why other methods aren’t as successful.