Advanced custom sales progress milestones - configuration option
This guide has been reviewed against our global client base and classed as relevant to all regions
Available from version 12.178
Configurable option for Enterprise customers
To request this option to be enabled on your system, click here to contact Reapit Support
When contacting Reapit Support, include the milestone types you wish to be added and how you would like each one to be configured (as outlined below)
If you have access to configuration screens, you can set this up yourself via the Setup Checks/Agreements screen, as outlined here
Advanced custom sales progress milestones can be added to the sales progress screen - this new milestone functionality provides a more advanced & customised checklist functionality, similar to other checklists available across the system
Configuration options
Advanced custom sales progress milestone functionality allows you to tailor your sales progression milestones to suit your business processes - configuration options include being able to choose:
milestone title/name
whether a ‘required by’ date is needed
whether a document is required for the milestone
the response options for each milestone (e.g. sent, received)
which response options are classed as ‘milestone completed’
whether the milestone needs to be complete before the property exchanges
whether the user can make changes to the milestone title and/or remove it
1. Access the sales progress screen From the property screen:
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2. Access advanced custom milestones From Sales Progress screen:
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2a. Legacy Milestones The Legacy Milestones tab is displayed if previous/original milestone options had been entered before the advanced custom milestones were implemented on your system |
3. Advanced custom milestone options The milestone and associated options offered are dependent on configuration, see note at the bottom of this section
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4. Updating & completing milestones When milestones are:
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