# EOI Actions & Management

## EOI Management

## Overview

**EOI Management** is the central screen, under **Financial Module**, that lists every EOI in the system across all clients and projects.

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## What You See

The page header shows **Count** (total EOIs displayed) and **Total** (combined EOI value), with a sort option **Newest to Oldest EOI**.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/Jm5image.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/Jm5image.png)

### Columns

<table id="bkmrk-column-description-e"><thead><tr><th>Column</th><th>Description</th></tr></thead><tbody><tr><td>**EOI Serial**</td><td>The sequential number determining priority — see the Overview page.</td></tr><tr><td>**Code Type**</td><td>The code type assigned to the EOI.</td></tr><tr><td>**Code Type Serial**</td><td>The sequential number within that code type.</td></tr><tr><td>**Client**</td><td>The client's name.</td></tr><tr><td>**Project**</td><td>The project linked to this EOI.</td></tr><tr><td>**Unit Type**</td><td>The type of unit the client is interested in.</td></tr><tr><td>**Creator**</td><td>The user who created the EOI.</td></tr><tr><td>**Salesmen**</td><td>The assigned salesman.</td></tr><tr><td>**Broker**</td><td>The broker, if any.</td></tr><tr><td>**Creation Date**</td><td>Date the EOI was created.</td></tr><tr><td>**Amount**</td><td>The EOI amount.</td></tr><tr><td>**Status Update Date**</td><td>Date the status was last changed.</td></tr><tr><td>**EOI Status**</td><td>Current status (Pending, Collected, Reserved, etc.).</td></tr><tr><td>**EOI Note**</td><td>Any notes on the EOI.</td></tr><tr><td>**Actions**</td><td>Available actions — vary by status, see below.</td></tr></tbody></table>

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## Actions by Status

<table id="bkmrk-status-available-act"><thead><tr><th>Status</th><th>Available Actions</th></tr></thead><tbody><tr><td>**Pending**</td><td>Edit, Collect, Download EOI Form, Delete</td></tr><tr><td>**Collected**</td><td>Reserve, Refund, Download EOI Form</td></tr></tbody></table>

Each action is covered in detail on its own page: **Collect Action**, **Reserve &amp; Selling Pipeline**, **Refund Action**.

> 💡 The same actions are also available from **Client Profile → View Client EOIs**, without needing to go through EOI Management.

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## Available Actions

- **Export** — export the EOI list.
- **Print PDF** — print a PDF report of the current view.

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## Available Filters

<table id="bkmrk-filter-description-p"><thead><tr><th>Filter</th><th>Description</th></tr></thead><tbody><tr><td>**Project**</td><td>Filter by project.</td></tr><tr><td>**Client**</td><td>Filter by client name.</td></tr><tr><td>**Broker**</td><td>Filter by broker.</td></tr><tr><td>**EOI Payment Status**</td><td>Filter by payment status.</td></tr><tr><td>**Salesman**</td><td>Filter by assigned salesman.</td></tr><tr><td>**Creation Date**</td><td>Filter by creation date (From / To).</td></tr><tr><td>**Last Update Date**</td><td>Filter by the date the status was last updated.</td></tr></tbody></table>

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## Collect Action

## Overview

Use **Collect** to record that the EOI amount has actually been received from the client. This moves the EOI from **Pending** to **Collected**.

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## How to Collect an EOI Amount

1. From **EOI Management** (or Client Profile → View Client EOIs), find the EOI in **Pending** status.
2. Click **Collect** in the Actions column.
3. Fill in the fields below.
4. Click **Collect** to confirm, or **Cancel** to close without saving.

### Fields

<table id="bkmrk-field-description-ty"><thead><tr><th>Field</th><th>Description</th></tr></thead><tbody><tr><td>**Type**</td><td>The collection type — defaults to `eoi_amount`.</td></tr><tr><td>**Amount**</td><td>The amount to collect — pre-filled from the EOI amount.</td></tr><tr><td>**Delivery Date**</td><td>The due/delivery date for this collection.</td></tr><tr><td>**Paying Options**</td><td>The payment method used.</td></tr><tr><td>**Cheque Number**</td><td>Cheque number, if paying by cheque.</td></tr><tr><td>**Bank Name**</td><td>The bank name, if applicable.</td></tr><tr><td>**Branch Name**</td><td>The branch name, if applicable.</td></tr><tr><td>**Account Holder Name**</td><td>The name on the paying account.</td></tr><tr><td>**Payment Note**</td><td>Free text note.</td></tr></tbody></table>

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/iREimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/iREimage.png)

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## After Collection

<table id="bkmrk-before-after-eoi-sta"><thead><tr><th>Before</th><th>After</th></tr></thead><tbody><tr><td>EOI Status: **Pending**</td><td>EOI Status: **Collected**</td></tr><tr><td>Actions: Edit, Collect, Download EOI Form, Delete</td><td>Actions: Reserve, Refund, Download EOI Form</td></tr></tbody></table>

From here, the client can either:

- **Reserve** a unit — see Reserve &amp; Selling Pipeline.
- **Refund** — see Refund Action.

> 💡 Collect is what separates a simple registered intent (Pending) from a confirmed, paid commitment (Collected).

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# Reserve &amp; Selling Pipeline

## Overview

Once an EOI is **Collected**, use **Reserve** if the client decides to reserve an actual unit in the project.

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## How to Reserve a Unit

1. From **EOI Management** (or Client Profile → View Client EOIs), find the EOI in **Collected** status.
2. Click **Reserve** in the Actions column.
3. Select a unit from the **Unit** dropdown — this list shows only **Available** units in the project linked to the EOI.
4. Click **Reserve** to confirm, or **Cancel**.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/ywQimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/ywQimage.png)

> 💡 Only units with status Available in the EOI's project appear in this list — not the full inventory.

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## Entering the Selling Pipeline

Once reserved, the unit enters the standard **Unit Sales Pipeline** at the **Hold** step:

```
Show → Hold → Reservation → Confirm Reservation → Down Payment → Confirm Down Payment → Contract → Delivery

```

> See **Unit Sales Pipeline** for the full breakdown of every step after Hold.

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## Hold Step Fields (from EOI)

When the unit enters Hold, the following fields are available to complete the sale:

<table id="bkmrk-field-required-descr"><thead><tr><th>Field</th><th>Required</th><th>Description</th></tr></thead><tbody><tr><td>**Sales Man**</td><td>✅</td><td>Pre-filled from the EOI's salesman — can be changed.</td></tr><tr><td>**Offer**</td><td>Optional</td><td>Any promotional offer linked to the unit.</td></tr><tr><td>**Reservation Fees**</td><td>✅</td><td>Actual reservation fee — shown alongside the original **EOI Amount** for comparison.</td></tr><tr><td>**Discount**</td><td>Optional</td><td>Discount applied. May change automatically depending on the payment method selected.</td></tr><tr><td>**Broker**</td><td>Optional</td><td>Pre-filled from the EOI's broker — can be changed.</td></tr><tr><td>**Broker Agent**</td><td>Optional</td><td>The broker's agent.</td></tr><tr><td>**Contract Date**</td><td>Optional</td><td>Can be left empty — system uses today's date.</td></tr></tbody></table>

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/TRkimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/TRkimage.png)

A **Reserve With** option (Credit/Debit Card or PayPal) and **Discard Hold** are also available, same as a standard Hold step.

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## Refund Action

## Overview

Use **Refund** when a client, after their EOI amount has been collected, decides not to continue — either by choice or because no available unit suits them.

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## How to Refund an EOI

1. From **EOI Management** (or Client Profile → View Client EOIs), find the EOI in **Collected** status.
2. Click **Refund** in the Actions column.
3. Confirm the refund.

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## Refund and the Serial Order

As covered in the Overview page, EOIs are prioritized by **Serial**. If a client (based on their turn) chooses to refund instead of reserve a unit, their turn passes automatically to the next client in serial order — allocation continues uninterrupted.

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## Refund Policies Vary by Company

This is an important business rule to document, since refund policy is not a fixed system setting — it's a company decision applied manually each time:

<table id="bkmrk-policy-description-f"><thead><tr><th>Policy</th><th>Description</th></tr></thead><tbody><tr><td>**Full Refund**</td><td>The full amount is returned to the client. If they register interest in another project, a new EOI and a new payment are required — the process restarts from scratch.</td></tr><tr><td>**Partial Refund (fees deducted)**</td><td>The company keeps the reservation fees and returns only the remaining balance to the client.</td></tr></tbody></table>

> ⚠️ Confirm which policy your company follows before processing a Refund — this is a business decision, not a system default.

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## Refund vs. Discard Hold

<table id="bkmrk-action-what-it-does-"><thead><tr><th>Action</th><th>What It Does</th></tr></thead><tbody><tr><td>**Discard Hold**</td><td>Cancels the unit's hold in the Unit Sales Pipeline only — does not touch the EOI amount itself.</td></tr><tr><td>**Refund**</td><td>Returns the collected EOI amount to the client — the correct action when cancelling the process entirely, not just stepping back from one unit.</td></tr></tbody></table>

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This covers the full EOI lifecycle: registration (Pending), collection (Collected), and the two possible outcomes — Reserve (into the Selling Pipeline) or Refund.