Transition to Accepted Offer

Congrats, your buyer has an accepted offer. You now need to create a Transaction from this buyer Lead.

1. In the sidebar, click on Leads
2. Select the buyer Lead that just got an accepted offer
3. When the Lead details open up, click the Accepted Offer button in the Search Criteria area.
   • If you don't see this button, your buyer Lead must have search criteria added. Try Edit > Search Criteria > and enter information. Click "save" and click on Accepted Offer as described above

4. The Add Transaction page will now prompt you to input the information about the accepted offer. The dates in the form are important as they will appear in your calendar.

5. Optionally add any Automated Tasks for this Transaction
6. Click Save

In addition to seeing your new Transaction in the Transaction section, your Client's details now presents a "View Transaction" link that navigates you directly to the new Transaction.

When you create a Transaction from a buyer Lead, the "Buyer" status of the Lead is removed.