Set review date on an accepted offer to assist sales progression

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

  Open

  

When the offer status is set to accepted:

• Enter the required Review Date

  Open

  

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