Versions Compared

Old Version 1

changes.mady.by.user Fiona Hardy

Saved on

compared with

New Version 2

changes.mady.by.user Fiona Hardy

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

1. Add new offer from viewing appointment

A property & applicant need to be added to the viewing appointment in order to use the New Offer functionality

From the viewing appointment:

  • Click New Offer (top left)

Info

When a property & applicant are added to a viewing appointment & the appointment is saved, the New Offer button is made available

2. Complete offer details

The usual offer wizard screens will be displayed

  • Select offer type, click Next

  • Enter offer amount, click Finish

Tip

The offer is added for the applicant who viewed the property (as entered onto the viewing appointment screen)

3. New offer details added

The property offers screen is automatically opened and the offer is added as a Pending offer

...