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1. Access the Sales Progress screen

From the property screen:

  • Click Offers and select the accepted offer

  • From the Options panel, click Sales Progress

    Offer screen with Sales Progress highlighted.png

2. Information shown on two tabbed screens

The progress Milestonesand Mortgage & Additional Survey information, instead of being shown on one screen, has been split up on two separate tabs

Milestones tab

From Sales Progress screen:

  • The Milestones information is shown by default

Sales Progress - Milestones tab.png

Mortgage & Additional Survey

From Sales Progress screen:

  • Click Mortgage & Additional Survey tab, to view this information

Sales Progress - Mortgage and additional tab.png
Tip

The tick boxes/fields shown on both tabs were all previously available prior to version 12.177

3. Solicitor information

Where staff members have been entered:

  • The Staff Member name is displayed and their direct contact details shown underneath
    The 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 still be viewed by clicking the company name

Sales Progress - solicitors new layout.png

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

    Sales Progress - solicitors staff member options.png

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

    Sales Progress - solicitors new staff member selected.png

    • Up to two direct contact methods will be shown below, scroll to see more

    • Shortcut icons can be used to email/call/text (where configured)
      If the selected staff member does not have any contact details, the main company details will be shown instead

Note

The Staff Member name/details are normally used as the main point of contact when producing correspondence for the solicitor

If the change made using the sales progress screen is not a permanent change to the main contact, ensure that the correct name is re-selected before saving/closing the screen

To display company details

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

    Sales Progress - solicitors clear staff member details.png

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

    Sales Progress - solicitors company contact nos shown.png
Tip

To reinstate a staff member
Click Select and pick from the staff list

To add a new staff member
Click the company name to access the company record, then use the Staff panel on the company record to add their details
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 their name in the Staff panel then click the tick (top right) to save and close the company record (click tick button, top right)

Filter by label (Content by label)
showLabelsfalse
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cqllabel = "offers"

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