Page Comparison

1. Access Sales Progress screen

From the property screen:

• Click Offers and select the accepted offer

• From the Options panel, click Sales Progress

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

Expand
title If your screen looks different, click here for more information
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

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 Activity Feed:

• Click and select Create journal entry
  

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

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):

• Before clicking Accept to save, enter/select the contact you are dealing with in the Staff panel on the company record

• This ensures that the contact's name/contact details will be shown when hovering over the company name on the progress screen
  (see example on right)

When the mortgage offer has been received:

• Tick the box beside Offer

• Options to log the date of this action plus when the mortgage offer expires are shown - reports can then available
  Reports can be run on the mortgage offer expiry date, see this guide for more information:
  Store mortgage offer expiry date