Tuesday, March 28, 2017

#OMS_QuickTip: Adding teams

The Office Management System (OMS) allows you to market listings under multiple agents as a team on Property24, Private Property and your Flex powered responsive website.


Follow this easy how-to guide on setting up a new team on your OMS dashboard:

How to set up teams for your office:

  • Log in to the OMS and go to Setup / My Office / Office Members; 
  • Click on the new 'teams' tab; 
  • Click on 'new team'; 
  • Enter a team name e.g. 'John and Sandy' and press save. Note the team name won't appear on any external websites, it is for internal OMS use only; 
  • Now add the team members


How to link teams on listings:


  • Open the property listing by entering the reference number on the dashboard or opening the listing via the Quick Search view; 
  • Under the listing/rental/auction agent you will notice a new 'Listing Team' field; 
  • Simply select the team you want to link to this listing and press save; 
  • The listing will update to external portals, with the new team as agents for the listings on the portal; 
  • Note you still have to select the individual listing agent on your mandate, this agent will be used and linked as a contact on portals that doesn't support teams function.

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