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1. Add new offer/tenancy from viewing appointment

From the viewing appointment:

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

2. Complete new tenancy/offer details

The usual new tenancy/offer wizard screens will be displayed:

For information on how to use this screen, see this guide:
Add a lettings offer & the tenancy screen

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

3. New tenancy/offer created

A new tenancy is created (in accordance with the options selected in step 2)

In this example, a New offer was submitted, therefore the tenancy Status is Pending offer with the offer amount entered as the Initial rent

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For information on logging a lettings offer, see this guide: Add a lettings offer & the tenancy screen

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