Offers

The Offers made tab displays a grid of Offers made against a specific Property.

For each Offer the following information will be displayed:

• Offer Date
• Amount
• Contact
• Status

Adding an Offer

1. To add an offer find the respective Property/Contact and click Sent/Offers.
2. Click the Menu button and select New.
3. Against the Contact Offering field select the Contact making the Offer.
4. Enter the amount in the Amount Offered field.
5. Use the Date field to store the offer date.
6. The Notes fields enable you to store any pertinent information regarding the offer. The Date Stamp field can be use to update the Notes field with any subsequent information.
7. The Status will be stored as Pending by default.

Additional Information stored against Offers

 

Further information relating to the offer under the following tabs:

 

The Related Offers tab

All offers related to the Contact and Property are stored.

 

The Progression tab

For sales Properties when a Contact makes an offer you can store their Progression details. When the Offer is accepted all the details will be pulled through to the Progression screen to prevent you from re-adding them.

 

The System Info tab

All offers related to the Contact and Property are stored.

• ID - a unique system ID is automatically assigned to the Offer.
• Added By - the User that added the Offer.
• Date Updated - the date is stored when the Offer is changed.
• Status Changed - the date is store when the Status is changed.

8. Click Save. A message will appear 'Would you like to send this offer to the relevant parties?'. To send click Yes and a Send Property Offer screen will appear where the offer can be sent to the Vendor / Purchaser via Email or SMS Text. Click Send. If you say No to the prompt Property Offers can also be sent afterwards from the Property Offers screen via Menu -> Send Offer To Related Contacts.

The Send Property Offer screen will default to the templates specified in the System Configuration based on the status of the offer. The editable Offer templates are stored in File ->Configuration ->Site/Branch ->Property Offer Templates.

Accepting an Offer /Declining an Offer

1. To accept an offer find the respective Property/Contact and click Sent/Offers.
2. Click the Menu button and select New.
3. Against the Contact Offering field select the Contact making the Offer.
4. Enter the amount in the Amount Offered field.
5. Use the Date field to store the offer date.
6. The Notes fields enable you to store any pertinent information regarding the offer. The Date Stamp field can be use to update the Notes field with any subsequent information.
7. The Status will be stored as Pending by default.
8. Click Save.

From the Offers Made screen the following buttons are available from the Menu button:

• The following options are available from the Menu button or by right-clicking:

   

• New - add a new offer
• Edit - enables you to edit the current Offer.
• Delete - deletes the currently selected Offer.
• Reports - run a Contact List or Contact Export.
• Letters, Emails and SMS Text - produce Address Labels, Letters, Emails or send an SMS Text to the currently selected Contact.
• Find - find text on the screen.
• Export Grid to Excel - export the data to a MS Excel worksheet.
• Refresh - clicking the refresh button ensures the latest property information is displayed.
• Filter Rows (Select All, Unselect All) - this will enable/disable the Filter Rows column allowing multiple Contacts to be selected and Letters, Emails and SMS Text options to be used for multiple records.

A Offers are collated and displayed on the Property Offers screen.

When entering prices use keystrokes short cuts to make it quicker. For example, type "100K" and this will format as "£100,000", type "1M" and this will format as "£1,000,000"