| Info |
|---|
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
...
...
| Tip |
|---|
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:
|
...
|
...
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: | |
...
|
...
|
...
|
...
 |
...
|
...
|
...
|
...
|
...
|
...
| |
3. Override option Security configuration can be set-up for authorised users to override the sales progression check requirements | |
...
...
When this override is in place:
When marking a property as exchanged with incomplete sales progression checks |
...
:
|
...
Related articles
| Filter by label (Content by label) | |||
|---|---|---|---|
|
...
|
...
|
...
|
...
| Excerpt | ||
|---|---|---|
|
...
Configuration option which prevents a property reaching exchange status when sales progression tasks have not been completed |