From negotiation to contract, one chain
Every offer you make, every counter-offer you receive, and every price gap you lose to accumulates in the same chain — the sale decision is built on top of it.
How It Works
The offer chain never gets lost.
The offer you make to a customer and the counter-offer you receive from them accumulate as separate rows on the same chain. A new offer doesn't overwrite the previous one — it's added to the chain; you can always see how many rounds the negotiation has gone and which side made the last offer.
Make losses from price gaps visible.
If a negotiation with offers on both sides falls through purely over a price gap, you can flag that specifically. This is different from saying "the customer backed out" — it records exactly at what price point, and by how much, you lost the deal.
From acceptance to reservation.
When an offer is accepted, the sales process starts from there; the unit goes into reservation with a receipt or proof of payment, and goes through manager approval.
Data that feeds the popularity score.
Every offer and counter-offer a unit receives feeds into that unit's popularity score, letting you tell which units are genuinely drawing interest and which are just sitting on display.
Tips
- Making an offer: create an offer from the customer card or the unit itself; when a counter-offer comes back, it's added to the same chain as a new row.
- Marking a loss: if a negotiation falls through, you can select "price gap" as the reason when offers were made on both sides.
- Moving to reservation: once an offer is accepted, the reservation flow in Portfolio Management begins.