Adding an Offer

Adding an Offer against a Contact.

1. To add an Offer find the respective Contact and click Offers.

2. Click the New button.

3. Against the Property field select the Property the Offer is being made against.

4. Enter the amount in the Amount field.

5. Select 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.

Adding an Offer against a Property

1. To add an Offer find the respective Property and click Offers.

2. Click the New button.

3. Against the Contact field select the Contact making the Offer.

4. Property the Offer is being made against should appear automatically in the Property field.

5. Enter the amount in the Amount field.

6. Select the Offer date.

7. 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.

8. The Status will be stored as Pending by default.

9. Click Save.