Using the sales progression screen

This guide has been reviewed against our global client base and classed as relevant to all regions

This page outlines how to use the sales progression screen

1. Access Sales Progression screen From the property screen: Click Offers Select the accepted offer and click Sales progress (bottom right panel)
2. Sales progress screen overview The screen is divided into 3 main sections: milestones on the left, mortgage and survey information in the middle and notes to the right Contact information for the vendor, buyer and their solicitors is found across the top of the screen Right-clicking the E-mail button gives shortcuts for emailing individuals or all parties involved
3. Milestones The left side of the screen allows each milestone to be logged When applicable: Tick the box beside an activity to log as done Today's date is shown to the left, click to change, as required
4. Add notes, tasks & call reminders Once added, Sales Progress Notes cannot be deleted, therefore providing a reliable audit trail From the Notes panel (right): Click Add Enter the Sales Progress Note and click Accept The note will be shown on screen with user details & date added Tasks and call reminders can also be created from this panel Click Tasks and select Create task / call reminder
5. Add mortgage & survey details Use the middle panel of the sales progress screen to enter the mortgage & survey details Enter details for the mortgage, survey and additional survey When selecting a company record (e.g. surveyor), enter/select the contact you are dealing with in the Staff panel before clicking Accept to save This ensures that the contact's name/contact details will be shown when hovering over the company name on the progress screen

Updating the sales progress screen also updates details shown on the chain screen - click here for information on the chain screen

Using the sales progression screen

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