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

• Vendor, buyer details are shown across the top of the screen

• Solicitor and main Staff Member contact details are shown below

• Below the contact details - progress milestones are shown on the first tab & mortgage and survey information

• on the second tab

• The Activity Feed - where journal entries, tasks and call reminders are created - is shown on the right

If your screen is less detailed than this, click here for more information

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1. Vendor & buyer information

• Vendor and Buyer details are shown at the top of the screen with their contact details below
  Usual shortcut icons can be used to email or call/text the number (where configured)

• Click links to open the vendor/applicant records

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2. Select solicitor staff information for solicitor

Where staff members have been entered on the company record:

• The main Staff Member name for the selected solicitor is displayed and their direct contact details are shown underneath

  • The Staff Member name shown is dependent on which person has been highlighted on the company record when saving - this action saves the staff member as the main point of contact for all correspondence
    If a staff member was not highlighted as outlined above, the member of staff who has been identified as the main contact on the company record will be shown instead (where applicable)

• Two forms of contact for the staff member are shown by default, where entered (e.g. mobile & email)
  If a staff member does not have any contact details entered, the main company contact details will be shown instead

• Usual shortcut icons can be used to email or call/text the number (where configured)

• The solicitor company record can be viewed by clicking the company name

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3. Change staff member

To change to another staff member:

• Click the current Staff Member name and select Change selected staff member

• All staff members entered on the solicitor record are shown

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• Clicking another name will show their name and contact details on the solicitor screen

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4. View company details on the sales progress screen

If you no longer want to see a particular staff member on the sales progress screen, the company details can be shown instead

From the Staff Member field:

• Click the current Staff Member name and select Clear staff member

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• The Staff Member name is removed and the company contact details shown instead

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To reinstate a staff member:

• Click Select and pick from the staff list

5. To add a new staff member

From sales progress screen:

• Click the solicitor company name to access the company record

• Use the Staff panel on the company record to add their details

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• To make the new staff member the point of contact, return to the sales progress screen and select them as the Staff Member

Or, from the company record:

• Select the main contact name in the Staff panel then click the tick (top right) to save and close the company record

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• The selected staff member will be shown on the sales progress screen

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1. Milestones

From sales progress screen:

• Click Milestones tab

• Tick the box beside an activity to log as done
  The current day’s date will be shown to the left - click to change, as required

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2. Add mortgage & survey details

From sales progress screen:

• Click Mortgage & Additional Survey tab

• Enter details for the mortgage, survey and additional survey

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• Hover over a company

• name (e.g.

• lender)

• to view the main company contact name/details
  If this isn’t shown, access the company record and, in the Staff panel, click the required staff member name to select them

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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

From Activity Feed:

• Click and select Create journal entry

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• Enter the Sales Progress Note and click Accept
  The note will be shown on screen

• with user details & date added (as shown above)

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Information in the above section still stands except:

• all milestones plus mortgage and survey information is shown on the same screen (no tabs)

• more limited view of solicitor information with no staff member details/direct contact information - to access this, click the solicitor company name

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Solicitor staff contact

To check who is set as the solicitor main contact:

• Hover over the Solicitor link - the selected staff member details are shown in a tooltip

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To set-up/change the solicitor main contact - from the company record

• In the Staff panel, select the contact you are dealing with
  Or click to enter their details, then click to select them (as shown below)

• Click Accept (tick button, top 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

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