Progressing a sale

Alto can help you easily manage the progression of a property purchase, through the defined tasks that are to be followed, until such time as the sale has completed.

To help you, each section below acts as a process walkthrough and links out to the relevant articles. 

This article includes:

How to access a sale progression

A property's sale progression can be accessed in either one of two ways:

From Progressions:

  1. Click Progressions on the main toolbar
  2. Click All Sales on the side menu
  3. Click the relevant sale from the list

From the Property:

  1. Click Property on the main toolbar
  2. Select the relevant property from Recent & Favourite Properties
    1. Alternatively, find the property using the Search Properties bar in the top right
  3. Click Actions
  4. In the dropdown menu, click Sales Progression

Progressing a sale can involve many actions so please refer to the appropriate article.

Communicating with parties involved in a sale

Adding a sales progression note

Sending a sales progression email

Sending a sales progression SMS

Working through sale progress tasks

Completing a sales progression task

Adding a custom sales progression task

Cancelling a sales progression task

 Best practice

Whilst it isn't mandatory to complete all of the tasks in order to progress a sale, we recommend it as it enables you to check that everything that should have been done, has been done. As each task completed advances the progress meter, everyone can quickly see how far every sale has reached from the progression screen without having to go into each and every sale

 Note

The list of progress tasks that you see when progressing a sale may differ from the one that appears in these examples as this list can be customised in System Administration by your appointed Group Administrator
For more information on Setting up default settings in Group Settings, click here

Updating the sale's status

Updating sales progression target dates

Updating the sale review date

Adding or changing solicitors on a sale in progress

Navigating chain details and adding properties

Renegotiating a sale in progress

Changing the status of a sale in progress

Changing the pipeline status of a sale in progress

Exchanging a sale in progress

Completing an exchanged sale

Reverting an exchanged sale back to in progress

Ending a sale that's no longer proceeding

Withdrawing a sale in progress

Losing a contract race

Updating a sale in progress if sold externally

Updating an exchanged sale after failing to complete

Miscellaneous

Showing the original offer of a sale in progress

Printing notes from a sale in progress

Related articles: 

Filtering sales in progress

Sales in progress grouped by solicitor

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