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This page outlines how to use the sales progress screen
1. Access Sales Progress screen From the property screen: |
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2. Sales progress screen overview The |
screen shown below is the Advanced Sales Progress - it is divided into 3 main sections |
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title | If your screen looks different
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Contact information for 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 Removed |
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Shortcut icons are available beside the vendor, buyer and |
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their solicitors is found across solicitor contact details at the top of the screen |
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Right-click the E-mail button for shortcuts to email individuals or all parties involved, allowing the number to be dialled (where configured) and/or a text or email message sent |
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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
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4. Add notes, tasks & call reminders | Info |
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Once added, Sales Progress Notes cannot be deleted, therefore providing a reliable audit trail |
From Activity Feed: |
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Tasks & call reminders can also be created via the Activity Feed panel |
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5. Add mortgage & survey details Use the middle panel of the sales progress screen to enter the mortgage & survey details |
When selecting  Image AddedHover over a company
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record 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)to view the main company contact name/details  Image AddedIf this isn’t shown, follow instructions in step 5a to add a main company contact
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 available
Reports can be run on the mortgage offer expiry date, see this guide for more information:
Store mortgage offer expiry date
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5a. Select staff contact on company record To get access to the main company contact name/details from the Sales Progress screen via a tooltip, follow these instructions After adding the company record (or click on already added company), from the Staff panel: Select the contact you are dealing with (or click  to enter their details, then click to select) Click Accept (tick button, top right)  Image AddedThe main company contact will be shown in a tooltip, as shown in step 5
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Updating the sales progress screen also updates details shown on the chain screen, see this guide for more information: Managing the chain |
Alternative sales progress screen
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 |
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Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help |
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How to use the sales progress screen |
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