To change the status of a request:
- Go to the “Requests” section - “Incoming requests”.
- Find the required application (use filters if necessary).
- Accept the request into work by clicking on the “Accept” button.
- In the process of working with the client, mark the corresponding application status: “Deposit received”, “Showing conducted”, “Preliminary agreement concluded”.
- To complete the request processing:
- Click “Complete the deal” if it is successfully closed;
- Click “Reject” if the work with the application is terminated.
If your
request is rejected, you can specify the reason for the rejection and add a
comment if necessary. If the transaction is successfully completed, you can
also leave a comment - this will help to record key details.