How to classify your contacts in the OMS

With the latest OMS update we’ve included the lead source column in your contacts view. Let’s quickly recap on how you can classify your contacts in the OMS.

 

On your contacts view you can filter contacts by category (on the left in the screenshot below). If you edit a contact, you can link them to multiple categories, which makes it really flexible to group contacts the way you want.

You can also switch between personal and office contacts. Office contacts are shared with the office and everyone can see them. You can choose if you want to share a contact with the office or keep them private.

oms1

 

You can setup any category structure on your own personal profile, e.g. hot leads, cold leads, approved suppliers – this is up to you. Here we’ve setup a structure for bond application statuses:

image

 

Opening a contact you will see which categories this contact is linked to. Below we can see Hot Leads and My Buyers. You can click on the categories tab to change this.  It also shows any linked items on this contact (e.g. properties). Clicking on a property link will open the property and the contact will appear as either a seller, buyer, tenant etc.

oms2 

 

If you click on personal details you will notice an ‘is active’ checkbox. Simply tick/untick this depending on the status of your contact. This allows you to filter between active and inactive contacts in your contacts view.

The lead source field allows you to capture a lead source for a contact. Your office administrator can configure these lead sources for everyone under setup, click here and we’ll show you how. Once this lead source is configured it will show up on the source column under your contacts.

oms3

 

Clicking on the categories tab allows you to share the contact with the office (if you want) and select which category labels this contact should be associated with. You can select multiple checkboxes if you want. On your contacts view, you can filter contacts associated with the categories you’ve linked them to.

oms4

Popular posts from this blog

Easily link Base with external CRM systems

Image
What is the Base Zapier integration? The Entegral Base system was recently improved with a native Zapier app integration . This allows estate agents to exchange data and create automated workflows with over 2000+ popular apps, including all the leading CRM specific apps.  Why even link a CRM system? Although Base has contact management, contact categories, automatic lead import, and other great CRM features , users sometimes require very specific CRM functions that we don't (yet) cater to. With our Zapier integration , we allow agents to link any popular app with Base. Once linked with your app, you can for instance automatically synchronise your contacts from Base to the external app or vice versa.  The added benefit is that you can create automated workflows and link more apps (e.g. insert contact details into a Mailchimp drip email campaign  and ZOHO CRM at the same time). This makes the Zapier fee irreverent compared to the derived benefits.  Automated portal lead import from
Read more

Property24 acquires Private Property, what do estate agents think?

Image
Property24.com, South Africa’s largest property portal owned by Naspers, has bought rival Private Property . The deal is likely to come under the close scrutiny of competition authorities as it involves the two biggest property portals in the country. Due to the impact of such an acquisition on the industry, Entegral was interested to find out what the perceived advantages and disadvantages of such a deal would be, both through the eyes of the consumer and the estate agent.   Here are the results from around 250 responses received on a survey done over a 2 day period , mostly from agents and agency owners. While the survey presents a small portion of the market (a ccording to the EAAB's latest annual report there are 19,424 registered agents and agency owners, excluding intern estate agents, in South Africa) , f eedback has been received from well-respected agency owners and agents, and we believe this gives a good indication of the current view of agents. The fear from estate
Read more

US trends show more buyers come from internet, less from print

Image
Where home buyers found the home they purchased- 2001 vs. 2008   Have a look at the very interesting figures published for USA home buyers on: http://rismedia.com/2009-03-29/buyers-becoming-more-successful-finding-homes-through-internet/   The NAR statistics show that 7 years on from 2001, 32% of home buyers found their home through the internet. What’s even more interesting is that print newspaper hardly makes an impact, a mere 3% of buyers found their home through print.  
Read more