Page Comparison

1. Access Sales Progression screen

From the property screen:

• Click Offers and select the accepted offer

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• From the Options panel, click Sales progression

2. Sales progress screen overview

The screen shown below is the Advanced Sales Progress screen - it is divided into 3 main sections: milestones on the left, mortgage and survey information in the middle and notes to the right

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An alternative (more limited) Sales Progress screen is shown below If your screen looks like this, you can still follow the instructions in this guide - but not all features/functions outlined will be available to you Image Added

3. Milestones

The left side of the screen allows each milestone to be logged

When applicable:

• Tick the box beside an activity to log as done
  

• Today's date is shown to the left, click to change, as required

4. Add notes, tasks & call reminders

Once added, Sales Progress Notes cannot be deleted, therefore providing a reliable audit trail

From the Notes panel (right):

• Click Add
  

• Enter the Sales Progress Note and click Accept
  The note will be shown on screen with user details & date added

Tasks and call reminders can also be created from this panel:

• Click Tasks and select Create task / call reminder

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5. Add mortgage & survey details

Use the middle panel of the sales progress screen to enter the mortgage & survey details

• Enter details for the mortgage, survey and additional survey
  

• When selecting a company record (e.g. surveyor), enter/select the contact you are dealing with in the Staff panel before clicking Accept to save
  
  This ensures that the contact's name/contact details will be shown when hovering over the company name on the progress screen