Add tenancy/offer from viewing appointment screen (lettings 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 lettings property wants to submit an offer or progress with a tenancy, the new offer/tenancy can be added from the relevant viewing appointment screen - this allows an offer to be submitted/new tenancy record created at the point of taking viewing feedback from an applicant
In version 12.154, this functionality was introduced for a sales property viewing appointment, as outlined here: Add offer from viewing appointment screen (sales property)
1. Add new offer/tenancy from viewing appointment From the viewing appointment:
When a lettings property & lettings applicant are added to a viewing appointment & the appointment is saved, closed then re-opened, the New Tenancy button is made available |
2. Complete new tenancy/offer details The usual new tenancy/offer wizard screens will be displayed:  |
3. New tenancy/offer created A new tenancy is created (in accordance with the options selected in step 2)
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