OMS Upgrades – Contacts Module

We’ve improved the office contacts module to make it easier for you to manage your buyers, sellers and other people, such as vendors, whom you communicate with regularly.

The redesigned module allows you to sort by first name, last name, contact type, and email address. This way, you can quickly locate a contact’s information or just see all of your sellers listed together.

With the addition of the acronym icons, it is easy to tell at a glance who is subscribed to what services you offer. FTK stands for First to Know, the email alerts buyers receive when new properties that fit the buyers’ criteria come on the market. DEC means Drip Email Campaign. S.LGN is the Sellers’ Login that enables sellers to view some back-end information about their listings and to share documents with you.

By clicking the View button to the right of the icons, you can look at the contact’s more detailed information, including phone number, birthday, listing address (if the contact is a seller), search criteria (if a buyer is signed up for FTK), and drip email campaigns. You are also able to edit or add to contact information from this screen.

Have you tried it out yet? Let us know how you like it and if you have any requests or suggestions for further enhancements.