Once you made an offer through your system you can use these tools to track them over the course of the sales process.
Where to track your Offers
View each offer made
Go to Sales Pipeline > Sales Team Views > Offer Log.
Here, you are able to view all offers that have been made through your database, with the number of artworks and contacts listed and the option to view the individual artworks offered under Offers. You are manually create an offer by selecting New offer.
View, manage and track all offers
Go to Sales Pipeline > Sales Team Views > All Offers
This page allows you to manage your offers, to see which were Accepted, Rejected and the Status of the offer. You can manage the status by clicking on the pencil edit icon found when hovering over a record.
To better organise and manage your offers you are also able to Sort your records by their status or to Export your list as an Excel file.
Edit your offer statuses
Go to Sales Pipeline > Sales Team Views. Then view all the offers under the statuses that you wish to view.