Transition to Accepted Offer

Congrats, your buyer has an accepted offer. You can now create a Transaction from this buyer Active Client.

1. In the sidebar, click on Active Clients
2. Select the buyer Active Client that just got an accepted offer
3. When the Active Client details open up, click the Accepted Offer button as shown below.
   • If you don't see this button, your Active Client might not be set as a Buyer. Try editing the Active Client and mark them as a Buyer. 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 Checklists for this Transaction.
6. Click Save

In addition to seeing your new Transaction in the Transaction section, your Client is now shown differently in the Active Clients table. This indicates (and separates) active Active Clients from Active Clients that currently have a pending Transaction. You can control this by clicking Filter and selecting how you want Active Clients to be treated, once they have a pending transaction.

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Once the Transaction completes, the "Buyer" status is removed from the Active Client