Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 2 Current »

This guide has been reviewed against our global client base and classed as relevant to all regions

Available from version 12.193

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 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.png
  • Right-click over any entry in the dashboard for the options to View property and View offer

    Under offer dashboard right-click options.png

View property will display the associated property record
View offer will display 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

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

  • No labels