2. Click the Prospective Buyers tab on the Left Panel

 

 

3. Select Offers Made from the drop-down

 

4. Click Add

5. Enter Buyer Name, Offer, Comments, Offer Date

 

6. Select if you would like to email offer to the client or generate a letter (If printing a letter you can select who to send it from).

*Note: If you select to Email Vendor the email will be sent direct to the vendor without the ability to edit. The email body will include the text from your default offer letter template. The default letter template is [Letter - Listing, Offer Notification]. To specifiy a new default template please have a master user update via System Configuration [General] Letter Options > Offer Letter. Only letters shared to all staff can be selected here.

 

7. Click Save