Using the sales progression screen

1. Access Sales Progression screen

From the property screen:

• Click Offers and select the accepted offer

  

• From the Options panel, click Sales progression

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

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