Resource Center

Resource Center

  • Docs
  • FAQ
  • Feature Announcements

›Listings

Introduction

  • Overview of Reach CRM
  • The Reach Flow

Calendar

  • Overview
  • Events

Contacts

  • Introduction to Contacts
  • Add a Contact
  • Agents
  • Groups
  • Add Relationships
  • Adding Notes to a Contact
  • Import Contacts
  • Tagging Contacts
  • Add Important Dates
  • Archive A Contact
  • Sync With Mailchimp
  • Mailing Label Exports
  • Send Email (BETA)

Leads

  • Intro to Leads
  • Add A Lead
  • Edit a Lead
  • Add A Touchpoint
  • Changing a Lead's Score
  • Transition to Accepted Offer
  • Task Templates
  • Remove Lead Status
  • Capture External Leads
  • Leads Settings

Listings

  • Add a Listing
  • Edit a Listing
  • InfoPack™
  • Book an Event
  • Accepted Offer
  • Task Templates
  • Archive a Listing

Tasks

  • Task Views
  • Add Task
  • Edit a Task
  • Completing Tasks
  • Archive a Task
  • Task Templates

Teams

  • Intro to Teams
  • Adding Team Members
  • Understanding Ownership
  • Delegate an Item
  • Inviting to Events

Transactions

  • Add a Transaction
  • Conditional to Firm Sale
  • Firm to Completed Sale
  • Archive a Transaction
  • Commission

Settings

  • My Account
  • My Team
  • Notifications
  • General Settings
  • Leads Settings
  • Task Settings
  • Archived Data
  • Email Settings
  • Integrations

iOS

  • Add to Home Screen

Tutorial

  • Introduction
  • Initial Setup
  • Lesson 1
  • Lesson 2
  • Lesson 3
  • Next Steps

Accepted Offer

All thanks to your wizardry, you've landed an accepted offer on your client's home. Now it's time to monitor that Listing to ensure it goes smooth (for your own sake and your client's)

  1. In the sidebar, click on Listings
  2. Select the Listing you want to create an accepted offer for
  3. From Listing's details, click the Accepted Offer button
  4. The Add Transaction form will appear pre-populated with the Listing's address and the Seller
  5. Enter any applicable dates
    • The Subject Removal date is only required if the Status is a Conditional Sale
    • If there are no subjects, the Completion and Possession dates are required at this time
  6. If there are no subjects, the Status can be set to Firm Sale, otherwise leave it as Conditional Sale
  7. Add any Task Templates if applicable (we highly suggest visiting the Settings section and creating some Task Templates if you haven't - there's probably things you do for every accepter offer right?)
  8. Click Save

In addition to a new Transaction in the Transactions page, your Listing has a new View Transaction link. Similarly, your Transaction will have a View Listing link.

Congrats on getting almost there with the sale!

← Book an EventTask Templates →
Resource Center
Links
HomeApp
Resources
DocumentationFAQFeature Announcements
Copyright © 2023 Reach CRM