Add a Buyers Opinion or Offer

iDashboard allows users to track offers and opinions for specific property listings. This information is displayed in Vendor Reporting and is available in other areas of the iDashboard system.

A buyer's opinion or offer can be added via a property or a contact. You can learn how to add an opinion or offer via a contact by clicking here.

1. Open the property you would like to add an offer or opinion to and click on the Prospects tab. Alternatively, from the property search results, you can click on the Actions menu for the property and go to Jump To > Prospects.
2. Click on one of the Offers, Interested, Maybe, or Not Interested sub-tabs and click Add Opinion.
3. Set the Interest for the contact. This can be either Interested, Maybe, or Not Interested. The Maybe option is selected by default.
4. If the contact has made an offer enter this into the Offer Price field and set the date the offer was made on.
5. Add any additional comments the contact may have provided into the Comments field.
6. Click the No Contact Selected box to add or find the contact who has made the offer or opinion.
7. Click Add Opinion.