Sent/Offers

Viewing Property Details sent

The Sent/Offers screen displays a grid of Property Details Sent via post, telephone, email, collected, viewed, and SMS Text. The screen also shows Offers Made by a Contact or for the Property. Offer Made and Details Sent are added from this screen.

This screen is available from both the Properties and Contacts screens and clicking the Sent/Offers icon.

When accessed from the Properties screen it details all the Contacts that have been sent details of the current Property. When accessed from the Contacts screen it details all the Properties that the current Contact has been sent.

Using Property Details sent

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

• New - takes you to the diary screen to create a new Property Details Sent

• Edit - enables you to edit the currently selected Property Details Sent

• Delete - deletes the currently selected Property Details Sent

• 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 button - clicking the refresh button ensures the latest property information is displayed.

• Filter Rows - 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.

Each Property Details Sent displays the following information in the grid:

• Added Date

• Contact or Property - depending on whether the screen is being accessed from the Property or Contact screen.

• Response - response from applicant

  • Unknown

  • Interested

  • Not Interested

• Feedback sent- this is an indicator whether feedback from a viewing appointment has been sent

• Notes - feedback notes

Property Details Sent records are automatically created when:

• Sending SMS Text Message

• Sending Property Bulletin Emails

• Booking Appointments (Feedback can also be left from the Appointments screen)

Offers Made

Each Offer Made displays the following information in the offers made grid as follows:

• Offer Date - date and time the offer was made

• Amount - how much the offer is

• Contact or Address- depending on whether the screen is being accessed from the Property or Contact screen

• Status - whether the offer is Pending, Rejected, Accepted, Withdrawn or Tenant Leaving / Left

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

• New - takes you to the diary screen to create a new Property Offer

• Edit - enables you to edit the currently selected Property Offer

• Delete - deletes the currently selected Property Offer

• Reports - produces a Contact List Report or Contact Export

• Send Offer To Related Contacts - lets you send the offer to related contacts such as the applicant and vendor / landlord

• 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 button - clicking the refresh button ensures the latest property information is displayed.

• Filter Rows - this will enable / disable the Filter Rows column allowing multiple contacts to be selected allowing the Letters, Emails and SMS Text option to be used for multiple records.