Set review date on an accepted offer to assist sales progression

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

To assist with sales progression, an offer review date can be set on a sales property with an accepted offer

The offer review date can be reported on and also displayed in offer report results grid

The review date field provides a mechanism to identify when a transaction is next due for review from a sales progression perspective, which is separate to the current property and applicant next call dates

1. Set review date on accepted offer

From property:

Click Offers and select relevant offer
As the Review Date function is to bed used for sales progression, it can only be set when the offer has a Status of Accepted

When the offer status is set to accepted:

Enter the required Review Date

2. Report on accepted offer review dates

Accepted offer review dates can be reported on via an offer report

From Power Reports:

Select Offer Report type and Sales
Click Pick Offer Criteria and select Review Date
Plus any other options required for the report
Select the criteria for the review date
For example - in preset range - This Week

View offer review date in offer report grids

From a report or organiser grid:

Right-click over the column headings, select Pick columns and click Review Date
The new column is added to the far right side of the grid - click and drag the column heading to the desired position
Right-click over the column headings again and click Save grid layout
The column will show when using this type of grid again - grid functions can be used to sort or filter by date
- To sort the list, click the column heading
- To filter the list, click to the right of the column heading (to view filter icon, shown below), enter the dates to filter by and click Update

Knowledge Base

Set review date on an accepted offer to assist sales progression

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