Sales & Lettings · Internal Toolkit
Everything your sales & site teams need, in one place.
Processes, playbooks, systems guidance and policy — searchable, structured and always current. Start with a quick search or browse by area.
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View all →Getting StartedOnboarding, how the toolkit works, and key terms.3 articles →Sales ProcessLead handling, viewings and the enquiry-to-booking journey.7 articles →HubSpot & ToolsHubSpot, reporting dashboards and access.4 articles →Customer ExperienceTours, open days and complaints handling.2 articles →Policies & ComplianceData protection and discounts & approvals.2 articles →
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4 JulThe enquiry-to-booking processSales Process · Enquiry to booking→1 JulEnquiry responseSales Process · Lead management→27 JunManaging dealsHubSpot & Tools · HubSpot CRM→20 JunDiscounts & approvalsPolicies & Compliance→Toolkit at a glance
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