Creating an Offer | Scribe
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    Creating an Offer

    • Keller Williams Realty Black Hills |
    • 0 step |
    • 3 minutes
    Log in to Command. You are going to pull up the Opportunity Card we made in the previous training
    Got to contacts
    Click the "Search" field.
    Type in your client's name and press enter
    Select your client
    Click "Opportunities"
    Click on the Opportunity card
    Click "Offers & Commissions"
    Click "Add New Offer"
    Offer name is a required field. Fill out all required fields
    Property Address is a required field
    To enter the listing/address, click "Select from KWLS"
    Click here to search
    Type in the address
    Click "Search KWLS"
    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
    Click "Select"
    Property type is a required field
    Classification is a required field
    Total units is a required field. Make sure it says "1"
    0 Selected
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