New OMS feature: Teams

You can now setup teams in the OMS.
The teams function is optional and can be used to market property listings under multiple agents on selected portals.



Portals currently enabled for teams are:

  • Property24
  • Private Property
We are working to enable teams on Flex websites and other portals (where supported).

How to setup teams for your office:
  • Log in to the OMS and go to Setup / My Office / Office Members;
  • Click on the new 'teams' tab;
  • Click on 'new team';
  • Enter a team name e.g. 'John and Sandy' and press save. Note the team name won't appear on any external websites, it is for internal OMS use only;
  • Now add the team members;

How to link teams on listings;
  • Open up a property listing with the mandate view selected;
  • Under the listing/rental/auction agent you will notice a new 'Listing Team' field;
  • Simply select the team you want to link to this listing and press save;
  • The listing will update to external portals, with the team agent shown as agents on the portal;
  • Note you still have to select the individual listing agent on your mandate, this agent will be used and linked on portals that doesn't support teams or where you have not linked a team;




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