Add offer from viewing appointment screen (sales property)
This guide has been reviewed against our global client base and classed as relevant to all regions
When an applicant who has viewed a sales 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 version 12.154, this can be done for a sales property viewing appointment
From version 12.155, this functionality will also be available for a lettings property viewing
1. Add new offer from viewing appointment From the viewing appointment:
 When a sales property & sales applicant are added to a viewing appointment & the appointment is saved, closed then re-opened, the New Offer button is made available | |
2. Complete offer details The usual offer wizard screens will be displayed
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3. New offer details added The property offers screen is automatically opened and the offer is added as a Pending offer | |
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