How to Setup Homeversary Follow-Ups on Web

Automate your long-term retention strategy after a successful closing.

• Closed Properties: Click + Add under the "Homes Closed" section of the Properties tab.

• The Houseiversary Toggle: Ensure the Follow up with Houseiversary Each Year switch is enabled before saving.

• Automated Reminders: Once saved, the CRM automatically schedules a recurring annual reminder in your Follow Ups tab.