Working with Offers

You'll accept, refuse, progress, chase, cancel etc from the Offers Form

The  Making an Offer section explains the process of putting a new offer on the system

The Offers - Search, Quick Links, Grid & Dashboard section explains how to get back to an existing offer.

The following assumes you've opened your offer form and want to do some workflow.

Here is a typical offer record.

All the functionality you need is accessed in 2 different places.

The Offer Form Tools Menu - displayed by right-clicking, a 2 finger touch or via the menu button.

The Chain Details option - hiding in the top right of the Tooltip.

More:

Setting up Visual Sales & Chain Progression

Confirming your Offer

Accepting an Offer

Changing the Offer Amount

Mark as Complete