Add tenancy/offer from viewing appointment screen (lettings property)

This guide has been reviewed against our global client base and classed as relevant to all regions

Available from version 12.155

This functionality was introduced for a sales property viewing appointment in version 12.154, as outlined here: https://reapit.atlassian.net/wiki/spaces/RW/pages/1829109794

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

1. Add new offer/tenancy from viewing appointment

From the viewing appointment:

Click New Tenancy (top left)

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:

The new tenancy/offer is added for the applicant who viewed the property (as entered onto the viewing appointment screen)

3. New tenancy/offer created

A new tenancy is created (in accordance with the options selected in step 2)

In this example, a New offer was submitted, therefore the tenancy Status is Pending offer with the offer amount entered as the Initial rent

For information on logging a lettings offer, see this guide:
https://reapit.atlassian.net/wiki/spaces/RW/pages/931332635

Add tenancy/offer from viewing appointment screen (lettings property)

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