Add an offer via Offers/Contracts Tab
An offer/contract must first be recorded, accepted and converted through the sales process to update the status of a property and the portals. You can add an offer either via the quick add offers made tab on the left panel in full view, or via the offers/contracts tab in the property card.
*Note: You must add at least one buyer, an offer date and an offer price. A vendor must be assigned on the Agents & Contacts Tab to be able to complete the Offers/Contracts Tab.
*Note: As you change the property status, the contacts assigned to the listing will also automatically update. Click here to learn more about the life cycle of a contact.
1. Search for your Property and open the property card
2. Open the Offers/Contracts Tab
3. Enter the Offer Details - Offer Date, Offer Price, Select the Buyer & Buyer Solicitor (ensure you always select add)
4. Complete Inclusions and Special Conditions if applicable
Refer to How to add offer special conditions and Contract Conditions - System Config for further information.
5. Click 
6. To accept one of the offers made via the offers/contracts tab, click on the Offer Accepted button 
in the bottom left corner.
- You will be prompted to enter the accepted date and confirm the accepted offer price.
- Only one offer can be accepted at once.
*Note: You may add multiple offers against a Listing Card but can only accept one offer to proceed with.
Add an Offer through the Prospective Buyers Panel
1. Search for your Property and open the property card
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