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This guide has been reviewed against our global client base and classed as relevant to all regions |
A configuration option is available which prevents a property reaching exchange status when sales progression tasks have not been completed
To enable this configuration option, click here to contact Reapit Support
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This configuration is dependent on use of the Advanced Sales Progression screen (shown in step 1 below) |
1. Complete sales progression milestones From the Offers screen:
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2. Attempting exchange when sales progression checks are incomplete When sales progression checks are incomplete, changing the Property Status to Exchanged will result in the following:
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3. Override option Security configuration can be set-up for authorised users to override the sales progression check requirements | ||
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When this override is in place:
When marking a property as exchanged with incomplete sales progression checks |
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Configuration option which prevents a property reaching exchange status when sales progression tasks have not been completed |