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Available Offers & adding a new offer All offers for the current property are displayed in this panel Use grid functions to sort/filter/group the list: Click column heading to sort the list ascending/descending Click to the right of the heading for filter/group options Right-click over the headings for extra options E.g. add extra columns and save the new grid layout and/or export the list to Excel
Adding a new offer From the Available Offers panel (shown above): Click (top right) Navigate through the Add New Offer wizard All functionality is the same as the legacy offers screen After clicking Finish, the new offer is then shown in the Available Offers panel
As with the legacy offers screen, the offer should be selected when viewing/adding other information in this screen, such as offer status, see next step |
Offer Status (etc.) Ensure the correct offer is selected in the Available Offers panel above The relevant information for the selected offer is shown here
All fields/details were previously available in the legacy offers screen, but are now pulled together into one panel
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Options Ensure the correct offer is selected in the Available Offers panel above All options shown were previously available in the legacy offers screen
When Sales Trust Accounts is in use, this panel will also display accounting functions
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Invoice, Letters & Save buttons Click Invoice to access the invoicing screen for the property where invoice details can be viewed and/or generated
Click Letters to access the letters screen for the property where offer letters can be viewed and/or generated
Both buttons were previously available at the bottom right of the legacy offers screen
The offers screen now has a Save button, this means the screen can be saved without exiting it first
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Activity Feed The Activity Feed panel offers the same functionality seen in other redesigned screens and replaces the Notes functionality previously available in the legacy offers screen When notes have been added for specific offers:
Infotip |
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When offer checks are in use, these can be accessed and updated via the panel at the bottom of the Activity Feed |
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The Buyer & Sales screen is usually used from when a property is at exchange stage onwards
Tip |
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All functionality seen in the legacy offers screen exists | following design format with format, with information organised into easier to follow panels, such as the Buyer Solicitor being available in the Sale Details panel and the Sold By options now being available via a link menu |
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