Adding an Offer to a Listing

To add an Offer to a Listing; 

1. Go to the Listing record
2. Open the Legal Tab
3. Click the Red Plus (+) symbol to Add Offer
4. The listing will prefill based on the context of the Listing the user is in.
5. Enter Offer amount
6. Enter Offer date & time
7. Enter Expected exchange date (optional)
8. Enter Expected completion date (optional)
9. The agent will be prefilled based on the user who owns the Listing, however, this can be edited
10. Search and select (or add new) Purchaser(s)
11. Enter Deposit amount (optional)
12. Search and select (or add new) Purchaser solicitor
13. Select Purchaser Status from the dropdown
14. Search and select (or add new) Finance contact
15. Select if There is disclosable interest regarding the purchaser. If this checkbox is selected, a note field will display below to enter details.
16. Select Save

Please note: The Vendor Legal details that are added to the Offer are pulled across onto a Sales Memorandum when you go to send a Sales Memorandum from the Offer.