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1. Add new offer/tenancy from viewing appointment

From the viewing appointment:

  • Click New Tenancy (top left)

Info

When a lettings property & lettings applicant are added to a viewing appointment & the appointment is saved, closed then re-opened, the New Tenancy button is made available

2. Complete new tenancy/offer details

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

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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