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1.6. 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.