Pre-acceptance offer checklist (sales) - configuration option
This guide has been reviewed against our global client base and classed as relevant to all regions
Available from version 12.131
Configurable option available via self-service configuration, as outlined here
Enterprise customers can request this option to be enabled/customised, click here to contact Reapit Support
The option to set up a pre-acceptance offer checklist is available for sales properties - when in place, an offer cannot be marked as accepted until all checks are marked as complete (or not needed)
1. Access checklist The pre-acceptance offer checklist can be accessed from the Offers screen on a sales property From the Offers screen:
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2. Completing pre-acceptance offer checks The types of check displayed is dependent on how your business have chosen to set this up
| - Click the paperclip icon beside the check to access the Document Management screen: - Drag and drop your document over the above window, or click Add and browse to it - The Rename field allows you to change the document name and Type (as you want it to appear in the above window) - Click Accept
- Hover mouse pointer over the check to move - Click and drag the double-headed arrow icon on left of screen to move the check |
3. Updating & completing checks
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4. Marking an offer as accepted All checks need to be complete in order to make an offer accepted
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5. Reporting on pre-acceptance offer checks From version 12.132+, reporting is available via Power Reports - using a sales offer report It is likely that you would first want to filter your report by criteria such as office, sales status etc. - therefore this instruction shows how to report using a property report with a linked offer report From the Power Reports screen:
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