Embedded Files
Admin / Developer's Perspective:
Admin / Developer's Perspective:
1.On the side Menu, Select "Sales Center" and then "Deal Finder"
2. Search for a deal by Unit, Email, or the Name of Purchaser.
3. Click on the Unit Number to access the Deal Centre.
Salesperson's perspective:
Salesperson's perspective:
Click on Deal Finder to shows all active deals created through this sales person’s account. From here the salesperson can view their active deals and outstanding deposits.
Unit Statuses
Offer: Offer has been written but not accepted yet by Vendor
Sold Rescission: Offer is in the rescission period and is not sold firm yet
Sold with Subjects: Offer is with subjects and is not sold firm yet
Sold firm: Offer is now sold firm (Rescission period or Subjects are completed)
Headers
Signer: Purchaser(s)
PDF: PDF copy of documents
Deal: Deal Center
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