This guide has been reviewed against our global client base and classed as relevant to all regions
When an applicant who has viewed a property wants to submit an offer, the new offer can be added from the relevant viewing appointment screen - this allows an offer to be submitted at the point of taking viewing feedback from an applicant
The new offer is automatically added to the relevant property offers screen as a pending offer
In AgencyCloud 12.154, this can be done for a sales property viewing appointment
From AgencyCloud 12.155, this functionality will also be available for a lettings property viewing
1. Add new offer from viewing appointment A property & applicant need to be added to the viewing appointment in order to use the New Offer functionality From the viewing appointment:
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2. Complete offer details The usual offer wizard screens will be displayed
The offer is added for the applicant who viewed the property (as entered onto the viewing appointment screen) |   |
3. New offer details added The property offers screen is automatically opened and the offer is added as a Pending offer  | |
For more information on adding/updating/rejecting/withdrawing offers, click here:
Offers - adding, updating, rejecting & withdrawing