Entegral Blog

You can now configure your own lead sources for contacts in the OMS. Users will be able to pick the configured lead source types from a dropdown on contacts as shown below: To configure your own set of lead source types, simply go to Setup / Sales Settings / Lead Sources and follow the instructions (as office administrator). You can even create sub categories as indicated below: For groups of offices , a setting is available to configure lead source types for all your offices (enabled by default). Please click on the help & example link on the lead source page.

As mentioned in our previous blog post , new sales tracking functionality is currently being rolled out in the OMS and today the sales tracking template configuration is made available. PROVIDING A HIGHLY FLEXIBLE TRACKING SYSTEM A flexible tracking, reporting and collaboration system is critical to provide a smooth and stress free property buying & selling experience and keeping everyone involved in the property transfer process up to date. We realize that every agency or franchise group operate differently and need to define and optimize their own processes related to the sale of a property. If you have admin access to the OMS, you can now configure and play around with the new sales tracking templates and provide feedback. New commission tracking, offer to purchase capturing and tracking reports will also be rolled out. Access the template setup in the OMS at: Setup / My Office / Sales Settings. TRACK OFFER TO PURCHASES WITH VARIOUS TEMPLATES You can configure multipl...

We've reinvented property search with the New MyProperty . Our next task? Reinvent sales tracking for the real estate industry and your office. Here is a unique opportunity to provide feedback as we gradually roll out the newly developed sales tracking functionality in the OMS . We'd love to get your input to ensure this adds as much value as possible to your agency or group. Watch this blog space and our Facebook page for updates to follow where you can then comment and provide suggestions. And if you have any thoughts right now on sales tracking, you are welcome to email us on solutions@entegral.net