We have been working on building a new Leads Management Module for the past two months, and the last pieces are nearly complete.
Once you’ve claimed a web lead, it moves to your leads section. From there, you can now select if the new lead is a buyer or a seller, and you can manually add other leads that you acquired via phone, walk-in, ETM or other source. If the lead is a seller, you can set an appointment to view the property and include appointment notes. The appointment will then show up on your dashboard calendar.
A seller moves from a lead to a contact when you’ve clicked on “Convert,” or “Confirm Appointment.” You can also opt to delete the lead.
On another note, we’ve added the ability to select your office’s time zone in the OMS so that all of your alerts will be localized for you. It’s easy to change your time zone. On the Setup tab, click on “website.” You’ll see the new drop-down menu called “Set Office Time Zone.” There you can choose from Central, Eastern, Hawaii, Mountain and Pacific.
All changes should be live by the end of the week. Let us know if you have any questions or problems with the system after you’ve tried it out.
If you’d like training on anything during Tech Time Tuesday, leave us a comment. We’ll be covering movie editing in an upcoming webinar by broker request.