OMS How to

Upload photos
The following steps should be taken to upload images to your listings on our Office Management System: Note: Use only the latest browser versions....
Mon, 4 Jul, 2016 at 8:17 AM
Property - Fax-to-Property
How does it work? A unique fax number is assigned to a property. All faxes sent to this fax number is automatically imported as a PDF document ...
Fri, 28 Nov, 2014 at 11:01 AM
Property Location
Making the exact location of a property available on websites By default, the address of property listings are not made available on any prop...
Tue, 12 Jul, 2016 at 9:51 AM
Referral statuses and process flow
Process flow of a new referral sent by an office.  S  = Indicate actions sending office can do
Fri, 28 Nov, 2014 at 11:40 AM
Reports‎ > ‎ Performance Reports
Depending on your user access level, you will be able to view some or all of these reports: All listing count breakdown (Me/ My Office / My Group) I...
Fri, 28 Nov, 2014 at 11:49 AM
Sales Tracking Template Setup
Overview The sales tracking templates allows you to define a unique set of tasks related to the sale of a property for your office or organisa...
Wed, 3 Feb, 2016 at 9:59 PM
Setting up a new sales tracking template
You can create a new sales tracking template by clicking on the 'new template' link. You can create as many templates as you want within the OMS. ...
Fri, 28 Nov, 2014 at 4:38 PM
Configuring sales tracking template tasks
Overview The sales tracking template tasks allows you to define a unique set of tasks related to a specific sale type or any other criteria. When a user c...
Fri, 28 Nov, 2014 at 4:44 PM
Duplicating sales tracking templates
You are able to duplicate an existing sales tracking template as follows: Select the template you want to duplicate. On the template d...
Mon, 1 Dec, 2014 at 9:12 AM
SMS / Briefcase
How can I find out which agents have sent SMS messages through the OMS? Simply go to the Reports section on the OMS menu.  Click on SMS repor...
Thu, 7 Jul, 2016 at 3:31 PM