Creating an Offer | Scribe

    Creating an Offer

    • Keller Williams Realty Black Hills |
    • 28 steps |
    • 3 minutes
    1
    Log in to Command. You are going to pull up the Opportunity Card we made in the previous training
    2
    Got to contacts
    3
    Click the "Search" field.
    4
    Type in your client's name and press enter
    5
    Select your client
    6
    Click "Opportunities"
    7
    Click on the Opportunity card
    8
    Click "Offers & Commissions"
    9
    Click "Add New Offer"
    10
    Offer name is a required field. Fill out all required fields
    11
    Property Address is a required field
    12
    To enter the listing/address, click "Select from KWLS"
    13
    Click here to search
    14
    Type in the address
    15
    Click "Search KWLS"
    16
    Find the correct listing. Use the MLS # and the listing agent to confirm you are selecting the correct property. There could be multiple listings for the same property as it will show every listing for that property in the last several years
    17
    Click "Select"
    18
    Property type is a required field
    19
    Classification is a required field
    20
    Total units is a required field. Make sure it says "1"