Within Opportunities, Keller Williams has created an entire offer management system. Once you enter an offer, you have the ability to edit the information, add negotiations, and ultimately accept or reject the offer. Once you have an accepted offer, the data you entered will auto-fill into the Opportunity details and Commissions pages.
- Click here to learn how to create an offer
- Click here to learn how to share offers with your clients
To learn more about managing offers, follow the steps below:
1. First, you need to get to the Opportunity that you want to manage offers for. From the Opportunity pipeline, click on the phase, where your Opportunity is located, then click on the Opportunity card.
2. At the top of the Opportunity Details page, click Offers. You will then see the offers you have entered below.
3. Click the three dots, to the right of the offer, and choose:
- Add Negotiation - this will have you give the negotiation a name, then replace any of the information on the offer. Once you save the negotiation details, you will see a Previous Negotiations link on the offer, where you can view details of the previous versions of the offer.
- Edit Offer - this will take you through the offer details where you can edit any of the information.
- Remove Offer - this will totally delete this offer without keeping a record of the details. This action can not be undone.
4. On each offer, you have the option of clicking either Accept or Reject.
- Clicking Reject will mark the offer as rejected, but keep it on the list. You can change the response later, if the situation changes.
- Clicking Accept will unlock the Commissions tab (Greensheet replacement - coming soon), which will auto-fill with the details of the accepted offer. You have the ability to change the response, if the situation changes.
5. Whether you accept or reject an offer, you can click Change Response at any time, which will reset the offer status and allow you to make a new selection.