Understanding the People menu
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This is your contacts or people database click on the People tile on your home page or use the People menu option.
There are many names to describe your database; Contacts, my database, my clients all of them are the same people in your database. In OSL Office your People database is located here.
Who is in your people database? Every Vendor, Solicitor, Landlord, Tenant, Accountant Appraisee, Open Home attendee, website enquiry, Client or Customer are all people in your database
CRM - Another term that you hear a lot... Customer Relationship Management
A customer is anyone that you have worked for in the past or in the future.
People
Your people or contact database, everyone including Buyers & Vendors are people in your database more...
Solicitors
This is your Solicitor database, Solicitors are attached to both Listings and Sales.
Match
Matching Buyer's to your listing or Listings to your Buyers more...
Search
Search your Contact database.
Call Manager
Manage outbound phone calls.
How things change …When ‘databases’ were first created they were called Contact databases, over recent times there is a growing trend to refer to Contacts as real people, that’s why we call them People. Sometimes we still fall back into the old terminology and refer to them as Contacts :-)