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Tip

The Under Offer dashboard, available via the Organiser, is designed to allow a sales progressor to to access the information they require quickly and efficiently
For more information on this dashboard, including how to add it to the Organiser, click here:
Under Offer dashboard Dashboard on Organiser for sales progression (sales only)

Extra right-click options have been added to the Under Offer Dashboard to allow associated property and offer records to be accessed while working in the dashboard

Access dashboard & new right-click menu options

From Organiser panel:

  • Right-click Under Offer Dashboard and click Full results

    Under offer dashboard - access dashboard.pngImage Modified

  • Right-click over any entry in the dashboard for the options to View

Property

  • property and View

Offer

  • offer

    Under offer dashboard right-click options.pngImage Modified
Tip

View

Property will display

property displays the associated property record
View

Offer will display

offer displays the associated property record with the Offer screen displayed on top

To return to the Under Offer Dashboard, exit from the offer/property screens
Or, if only viewing the property record, click Organiser to return to the dashboard

Filter by label (Content by label)
showLabelsfalse
max8
maxCheckboxfalse
sortmodified
showSpacefalse
reversetrue
cqllabel = "sales-prog"

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