
Changing Offers
Use
To edit offer data or to convert offers to lease-outs.
Procedure
If |
Then |
You want to change the master data for the offer |
Choose Master data and save your data |
You want to transfer the offer to a lease-out |
Proceed as follows:
If the applicant is not saved as a customer in the system, you receive a message. If you want to assign a customer, choose Yes Edit the customer and then save. You can however also continue creating the lease-out by choosing No because the customer does not have to exist until you activate the lease-out |