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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

Main screen.png
Tip

All sections in the sales progress screen are covered in more detail below

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