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Emails sent & logged from sales progress screen - update

Emails sent & logged from sales progress screen - update

Owned by Fiona Hardy, created
Last updated: Mar 06, 2025
2 min read

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

Available from version 12.204

When sending an email from the Sales Progress screen, how this is logged in the Activity Feed has been updated, with sent emails being logged as a Sales Progression email

Using the Sales Progression text provides greater clarity as to where the message was sent from - prior to this release, any emails sent in this way were logged in the Activity Feed as a Memo of Sale

From property:

  • Access Offers screen and select Sales Progress

    Sales prog - link on offers screen.png

  • Click E-mails button to generate and send an email, as usual

    Sales prog - email option.png

On Offer and Sales Progress:

  • The email is logged in the Activity Feed with the text Sale of…

    Sales prog - email in Activity Feed.png

On property:

  • The email is logged in the Activity Feed with the text Sales Progression

    Sales prog - Activity Feed on prop showing email.png

Prior to this release, any emails sent via the Sales Progress screen were logged in the Activity Feed as a Memo of Sale which could be misleading

Using Sales Progression provides greater clarity as to where the message was sent from
Emails sent from the Offers screen are logged as Offer Update

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