Once the viewing has occurred and the client refuses or declines the property, this guide will show you how to record this.
- Click on the Applications under Housing to view all current applications.
- Search or find the application you wish to add the offer outcome.
- Navigate to the OFFERED PROPERTIES tab.
Note: See how to offer a property if this has not already been done. - If a property has been offered to the client, double-click to open the offer.
- Choose the offer outcome.
- If refused is chosen, you will be prompted to complete the offer refusal reasons drop-down. Click in the boxes the relevant options.
- If offer outcome is declined, complete the reason from the drop-down.
- If refused is chosen, you will be prompted to complete the offer refusal reasons drop-down. Click in the boxes the relevant options.
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