Under Offer Dashboard enhancement (12.193)

Owned by Fiona Hardy, created
Last updated: Sept 13, 2024
2 min read

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

Available from version 12.193

The Under Offer dashboard, available via the Organiser, is designed to allow a sales progressor to to access the information they require quickly and efficiently
For more information on this dashboard, including how to add it to the Organiser, click here:
Under Offer Dashboard on Organiser for sales progression (sales only)

Extra right-click options have been added to the Under Offer Dashboard to allow associated property and offer records to be accessed while working in the dashboard

Access dashboard & new right-click menu options

From Organiser panel:

  • Right-click Under Offer Dashboard and click Full results

    Under offer dashboard - access dashboard.png

  • Right-click over any entry in the dashboard for the options to View property and View offer

    Under offer dashboard right-click options.png

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