Carrot CRM – Make Offer or Put Under Contract

Introduction

An Offer is a conditional proposal made by a buyer or seller to buy or sell an asset, which becomes legally binding if accepted.

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Record Verbal Offer

A Verbal Offer is an informal offer usually made over the phone or in person.

1. Click Actions or you can find it via the Opportunities section
2. Locate and open the Action within the Opportunity for which you made a verbal offer
3. Select the outcome of the current Action
4. Click Next Step
5. Select the Record Verbal Offer Action
6. Enter the Verbal Offer details
7. Click Save
8. Create the appropriate next Action – the system will default to Follow up on Offer
9. Select an assignee for the Action
10. Set the due date of the Action
11. Click Complete Action

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Verbal Offer Accepted

1. Open the Action of the Opportunity with the offer you want to mark as accepted
2. Here you’ll see your open Offer for the property
3. Click on the Contact Outcome I got a hold of the seller
4. Click Next Step
5. Click the pertinent Outcome – in this instance “Offer Accepted…send contract” since a Verbal Offer is an informal Offer type, the next step would be to send the contract and any other documentation. 
6. Click Next Step
7. Put it under contract