OMS Upgrades – New Leads Management Tool

Several of our franchisees requested the ability to export leads and contacts from the Office Management System. We have just added this functionality to the back-end, in the Reports section.

To access these exports, click on Reports under the Sales tab.

Help-U-Sell Real Estate Contact and Lead Management Tools
To access contact and lead export tools, click on Reports on the Sales menu in OMS.

Once you’ve selected either Contact or Lead export, you can choose a specific category to export. In this example, Sellers have been chosen from the Contact category.

Help-U-Sell Contact Export Menu
Choose a specific contact type (or choose all) to export from the OMS.

There are six options for exporting the generated list of contacts or leads, including Acrobat (PDF), Excel 97-2003 and CSV, which will likely be the most useful.

Help-U-Sell Real Estate Contact and Lead Export Tool
You can export your contacts and leads in six different formats, including CSV and PDF.

If you have any questions about the new functionality or would like to request additional export or report categories, contact us at support[at]helpusell[dot]com.

OMS Upgrade – Leads Management Module

Following other streamlining changes we’ve been making to the Office Management System, we’ve consolidated the leads management module into one easy-to-use page.

Help-U-Sell Real Estate Leads Management Module
The new Help-U-Sell Real Estate Leads Management Module

You access your new web leads, office leads, and registered website users from this module. You can also manually add office leads. By clicking on the “View Details” button, you can find out what the lead requested information about, define the lead type (Buyer or Seller), and the lead source (options include Internet, ETM, and walk-in). Once you choose Buyer or Seller, you have more options that are tailored to the lead type.

Office Leads Management Module
You can access more information about your office leads by clicking on the View Details button.

You can also convert the lead to a contact once the buyer lead has bought a home with you or the seller lead has signed with your office.

Help-U-Sell Real Estate Leads Management Module
You can select the lead type and source, add information about the lead, and convert the lead on the details section.

The registered website users are separated from the other leads because they are “self-serve” leads. You can see their saved listings and what listings were viewed, as well as the leads’ email search parameters.

The contacts module is next to be redesigned, and it will have a sort feature, among other new additions. If you have any questions or feedback about either the leads management module or the contacts module, please let us know in the comments or via email.

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