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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

This page outlines how to use the sales progression screen

1. Access Sales Progression screen

From the property screen:

2. Sales progress screen overview

The screen 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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Contact information for the vendor, buyer and their solicitors is found across the top of the screen

Right-clicking the E-mail button gives shortcuts for emailing individuals or all parties involved

3. Milestones

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

When applicable:

4. Add notes, tasks & call reminders

Once added, Sales Progress Notes can be added; once added they 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 can be created from this panel

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

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Updating the sales progress screen also updates details shown on the chain screen - click here for more details

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