Add offer from viewing appointment screen (sales property)
- Fiona Hardy
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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