How to Send an Externally Generated Offer or LOI

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How to Send an Externally Generated Offer or LOI

Purpose

To show how to access delivery options within the system for an offer or LOI that is generated outside of the system. 

Steps

Choose ‘Create Offer Item’ in the Next Action Field within the Seller Lead item. The System will push the seller info and create a new item in the Offers app.

The system will also automatically update the Stage of Lead to Offer Negotiation and change the Next Action to Followup Contact (refresh the screen to view changes).

Navigate to the Offers App

Find and open the New Item, it should be located at the top of the list. 

Upload the externally created offer or LOI into the files section near the bottom. Make sure it is a PDF file

Once the PDF is successfully uploaded into the system you now have access to all the system delivery methods. 

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