1.1. Removing Leads from your app

This feature is available on the Premium version only.

There are different methods on how you can remove a lead depending on the device you’re using, so be sure to scroll to the correct instructions for your device. This option is only available on the app and cannot be done on the website.

Instructions for iPad

Press on the “All” leads button on the left-hand side of the screen. Find the lead you want to delete (you can use the search function) and tap the name.

On the lead detail page, tap on the "Trash Icon" to remove the lead.

Instructions for Android:

Press on the “All” leads button on the left-hand side of the screen. Find the lead you want to delete (you can use the search function) and tap the name.

This will bring you to the lead details page where you can tap the "Trash Icon" to remove the lead.

Need for more help?

If you have additional questions about removing a lead, let us know at support@openhomepro.com

1.2. Visit Report

A Visit Report is automatically sent after each open house to the email address associated with your Open Home Pro^® account. This email contains details on each lead you collected that day.  We recommend manually syncing your Open Home Pro^® app with the web after each event - even if you had a data connection during the Open House - to ensure your Visit Report will be complete, accurate, and on time.

Need more help? 

If you have additional questions about removing a lead from the Open Home Pro app, let us know at support@openhomepro.com.

1.3. How to Add Leads as Contacts for iPad

This article will show you how to integrate your leads automatically into your iPad contacts.  This can be a helpful way to easily access and follow up with potential clients that have visited your open house 

Allowing OHP to Access Your Contacts

In order to allow your leads to transfer to your Contacts App on your iPad, you will first want to make sure that you allow Open Home Pro to have access to the Contacts App. To set this up you will want to go into your Settings for your iPad and select Open Home Pro. Make sure that the Contacts option is toggled on. 

 

Sending your leads to contacts through Open Home Pro 

Once you’ve granted OHP access to your Contacts, you will want to open your Open Home Pro App and click on Settings in the bottom right-hand corner. Select Lead Settings.

Once you are in the Lead Settings area, toggle the Add Lead to Contacts option to the on position.

Once this is set up, your lead’s contact information and the answers to the questions that you asked at the Open House will be transferred over to the Contacts App on your iPad each time you sync the app.

At this time, past leads from previous Open Houses will not be synced with the Contacts App, after this feature is enabled. Only new leads moving forward will be added to the Contacts App.

2.1. iPad

Once you have run your open house you may find it necessary to either modify details about your leads or add additional notes. Through Open Home Pro, you have the ability to modify any details about any lead you have collected using your iPad. Click here if you are using an Android device.

Press on the “All” leads button on the left-hand side of the screen then find the lead whose data you want to modify. These are sorted by most recent.

 

Touch the data you want to change, such as name, email address, or phone number. If you want to add notes, tap on the "Notes" category below the address.

Once you’re done modifying, simply press “Done” to update the lead’s information.

Need more help?

If you have additional questions about changing your lead details, let us know at support@openhomepro.com

2.2. Android

Once you have run your open house you may find it necessary to either modify details about your leads or add additional notes.  Through Open Home Pro, you have the ability to modify any details about any lead you have collected using your Android Device. Click here if you are using an iPad.

Press on the “All” leads button on the left-hand side of the screen then find the lead whose data you want to modify. These are sorted by most recent.

Tap into the Notes field to add any updates you like and select "Done".

A confirmation will show at the bottom indicating that you have successfully saved the changes.

If you have additional questions about changing your lead details, let us know at support@openhomepro.com

2.3. Website

First, you will want to go to www.openhomepro.com and sign in to your account with your username and password. Next, click on the "Leads" tab beside your profile picture.

Scroll down through the list of properties on the left-hand side of the screen then click on the lead whose details you want to modify.

From the Lead's Detail page, click on either "Email" or "Phone number" field and you can make changes to your client's contact information. Click on "Additional Notes" if you would like to add notes to this particular lead.

Don't forget to click on the "Save" button to save the changes. 

Need more help? 

If you have additional questions about editing a listing, let us know at support@openhomepro.com

3.1. How to configure your Mail App for lead export

This article will connect you to the resources you need to set up you Mail App on iPad or Android.  

Why do I need to set up my Mail App?

In order to export your leads from your Open Home Pro App you will need to make sure that your Mail App is configured onto your iPad or Android tablet. Leads are exported to a .CSV file attached to an email that must be generated through the Mail App on your device.

How do I set up my Mail App?

Both Apple and Google (the company behind Android) provide instructions on how to set up mail on your portable device.

iOS: If you are using an iPad you will want to follow the instructions in this Apple Support article to set up your Mail App:https://support.apple.com/en-us/HT201320

Android:If you are using an Android tablet you can follow the instructions in this article:http://www.dummies.com/consumer-electronics/tablets/android-tablets/how-to-set-up-e-mail-on-your-android-tablet/

Need More Help?

3.2. iPad

It is important to note that leads will only be present on your iPad device until they are successfully exported to your laptop or desktop computer.  

In order to export your leads successfully, you will need to make sure that your mail app is configured properly.     

Open the app, and tap “All” under “Leads” on the left menu. Then tap the “Export Leads” button at the top of the screen. This will export them to a .CSV file which will automatically attach to an email.

Send that email to yourself, then log in to your email and access the attachment using any software that reads .CSV files.

Need more help? 

If you have additional questions about exporting your leads, let us know at support@openhomepro.com

3.3. Android

This article will explain how to export your leads from your mobile device to your computer.  It is important to note that leads will only be present on your Android device until they are successfully exported to your laptop or desktop computer.  

In order to export your leads successfully, you will need to make sure that your mail app is configured properly.     

Open the app, and tap “All” under “Leads” on the left menu. Then tap the “Export Leads” button at the top of the screen. This will export them to a .CSV file which will automatically attach to an email.

Send that email to yourself, then log in to your email and access the attachment using any software that reads .CSV files.

Need more help? 

If you have additional questions about exporting your leads, let us know at support@openhomepro.com.

3.4. Website

First, you will want to go to www.openhomepro.com and sign in to your account with your username and password. Next, click on the "Leads" tab beside your profile picture.

Scroll down through the list of properties on the left-hand side of the screen. You can filter the type of leads you want to export and when done, click the "Export All"  button which will download a CSV file of your leads for this specific listing.

Need more help? 

If you have additional questions about editing a listing, let us know at support@openhomepro.com

4.1. Automatically syncing your leads

This article will explain how lead syncing works as well as how to sync your leads manually if necessary. When your open house is over it is always important to follow the steps below to make sure that your leads sync and so you can view them on your computer.  

First, you will need to close your open house.  To do this, select the Open Home Pro logo in the upper left-hand corner. Next, choose the"End Open House" option.

Lastly, begin the automatic sync by connecting your tablet to a wifi.  It is always good to double-check that your  WiFi signal indicator looks like it does below with full strength signal.  This helps guarantee a successful upload. 

As soon as you connect your tablet to wifi leads should be viewable and have the ability to export. 

Important note: You will need to make sure that your default email is set up in order to do this

4.2. Manually Syncing Leads

This article will explain how lead syncing works as well as how to sync your leads manually if necessary. When your open house is over it is always important to follow the steps below to make sure that your leads sync so you can view them on your computer.  

There are different methods on how to do this depending on the device you’re using, so be sure to scroll to the correct instructions for your device.

iPad

Make sure that your iPad is connected to a strong WiFi signal, then follow the steps below.

1. Log in to your account
2. Tap on "Settings"
3. Tap on "Sync"  
4. Wait for the "syncing" status to disappear from the left-hand side of your screen (below the OHP logo)

You will know that you have successfully synced your leads because it will show on your Settings > Sync (Last Updated - Date of last sync)

Android

Make sure that your iPad is connected to a strong WiFi signal, then follow the steps below.

1. Log in to your account
2. Tap on "Settings"
3. Swipe up to reveal the "Sync" button
4. Wait for the "syncing" status to disappear from the left-hand side of your screen (below the OHP logo)

You will know that you have successfully synced your leads because it will show on your Settings > Sync (Last Updated - Date of last sync)

Need more help? 

If you have additional questions about your visit report email, let us know at support@openhomepro.com.