Reverting an exchanged sale back to in progress

Within Alto, you can return a sale back to In Progress status if the property purchase has been incorrectly marked as Exchanged.

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: 

Reverting a sale 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. Click Actions
  5. In the dropdown menu, click Revert status to "In Progress"
  6. The Revert status to "In Progress" window opens. Type in any relevant Notes
  7. Click Save

The property returns to its previous status and shows as Exchanged. The progress meters also return to their previous percentages based upon how many progress tasks have been marked as completed.

Reverting a sale 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. Click Actions
  6. In the dropdown menu, click Revert status to "In Progress"
  7. The Revert status to "In Progress" window opens. Type in any relevant Notes
  8. Click Save

The property returns to its previous status and shows as Exchanged. The progress meters also return to their previous percentages based upon how many progress tasks have been marked as completed.

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