Setting Up Offers Live in a Corporate Hierarchy
Configure Offers Live for corporate and office-level consistency
When your offices operate within a corporate hierarchy under RE Software, it is important to set up Offers Live in alignment with the corporate configuration. This ensures consistency across all connected offices and provides seamless access to shared templates and settings.
Corporate System Settings to Update
Step 1: Go to System Settings > Offers Live Settings > General > Offers Live Widget > Colour Settings.
Step 2: Navigate to System Settings > Templates.
Office System Settings to Update
Step 1: Go to System Settings > Offers Live Settings > General.
Step 2: Go to System Settings > Global Settings > Deposit.
Step 3: Navigate to System Settings > Offers Live Settings > Templates.
Important Note
If Offer Templates are created at the Corporate Account level, these templates will automatically be available for use by all linked offices, ensuring standardisation across the network.
Posted 10th April, 2025