Making an Offer on a Sales Property from the Viewing
Go to Dashboard>Tasks> Viewing
Select the property from the list.
Click Make Offer
Click Yes on the Make Offer prompt.
Enter the offer amount and click Save.
You can change the Property Sale Status to Under Offer (Available), Under Offer (Marketing) or Under Offer (SSTC). Then change the Applicant Intention if they are no longer looking for a property. Pick the Sale Owner (this does default to the person who accepted the offer) Add in a Review Date and Estimated Exchange & Completion and Notes.
Then, Add in both parties Solicitors if they have not been entered already, update the Sale Board, click Save.
Alternatively, you can go into the Property Or Contact Record and repeat the above steps.