Sending a sales progression email

Within Alto, you can send a sales progression email to all the parties involved in a property purchase. 

This can be done from the sales progression screen which can be accessed in any one of two ways, either from Progressions or from Properties.

This article includes: 

• Sending a sales progression email from Progressions
• Sending a sales progression email from Properties

Sending a sales progression email 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
4. In the Exchange & Completion Dates section, click Send E-Mail
5. The Send an email window opens. Add any additional To recipients or CC's
6. In the Subject field, type a suitable title
7. Tick Update Last Contacted Date if appropriate
8. Type the required email message, or, amend the content of the email by clicking inside any of the blue boxes that appear when you hover over the email body
9. Add any Attachments needed, either by browsing your computer and selecting attachments directly from your desktop, or by browsing Alto
10. Click Send

The email message that's sent appears in the Timeline of the involved parties.

Sending a sales progression email from Properties

1. Click Properties 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
5. In the Exchange & Completion Dates section, click Send E-Mail
6. The Send an email window opens. Add any additional To recipients or CC's
7. In the Subject field, type a suitable title
8. Tick Update Last Contacted Date if appropriate
9. Type the required email message, or, amend the content of the email by clicking inside any of the blue boxes that appear when you hover over the email body
10. Add any Attachments needed, either by browsing your computer and selecting attachments directly from your desktop, or by browsing Alto
11. Click Send

The email message that's sent appears in the Timeline of the involved parties.

Related articles: 

Sending a sales progression SMS 

Sending a lettings progression email