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 the Property.

This article includes: 

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 Mail window opens. In the To field, add or remove recipients
  6. In the Subject field, type a suitable title
  7. Tick Update Last Contacted Date if appropriate
  8. Type the required email message
  9. Click Send

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

Sending a sales progression email 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
  5. In the Exchange & Completion Dates section, click Send E-Mail
  6. The Send Mail window opens. In the To field, add or remove recipients
  7. In the Subject field, type a suitable title
  8. Tick Update Last Contacted Date if appropriate
  9. Type the required email message
  10. 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

Was this article helpful?
0 out of 0 found this helpful