Accepting an Offer

To Accept an offer, right click in the offer form.

This displays the form below:

Tick whether you’d like your property status to be changed to Sold STC, then check whether you still want the property to be marketed on websites, portals and via matching.

Finally, decide whether you want the applicant to be made inactive so as to prevent matching against anything else.

The property's Sold STC date will be updated and the offer's accepted date will change.

The Accept Offer action has an associated Event Template Trigger - it can create automatic letters - see Event Template Triggers

If you have configured Expert Agent's For Sale Board functionality to pop up when an offer is accepted, you'll be able to instruct your contractor to carry out the appropriate board movement - see Managing and checking Board movements