Manage companies in the OMS

You can now access a company section in the OMS under Contacts / View Companies.

Here you can capture companies like bond originators, attorneys and suppliers for your office. You can manage your own list of companies, share with the office or your group of offices depending on your OMS access level. This allows groups to for instance set up a list of shared attorney contacts that everyone can access and use.

Companies (including banks, attorneys, bond originators and external agencies) will be used in the new sales tracking functionality.


Popular posts from this blog

Invest in a good camera and wide angle lens for your property photos

Looking for new estate agents or interns to join your estate agency? Here is an effective solution

Easily link Base with external CRM systems