Property Offers
Accessed via Main tab → More → Property Offers. The screen is also called by clicking on the Property Offers Pending Home Page Reminder.
This screen will list all your Property Offers in one screen, displaying the following information:
ID
Address
Owner
Contact
Amount
Status
Notes
The screen can be filtered on
Category - For Sale, To Let or All
Usage - Residential, Commercial or All
Status - Pending, Awaiting Proof, Rejected, Accepted, Withdrawn, Tenant Leaving / Left or All
Branch - Selected Branch or All
After accepting an offer but you are still waiting on proof of funds you can using the Awaiting Proof offer status to keep the property status marked as Available.
The following actions are available from the Menu button or by right-clicking on the screen
New - add a new Property Offer
Edit
Reports - Property Offers By Property, Property Offers By User or Property Sales Commission
Find
Export Grid to Excel
Refresh
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"
The Property Sales Commission report option will only be displayed in the right click menu if the grid is filtering on Accepted Offers for Sales Properties.