Changing the pipeline status of a sale in progress

Within Alto, you can change the pipeline status of a property purchase in progress. This status only affects sales reports; i.e. if your agency has a need to, when producing sales reports, you can group sales by this field.

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: 

Changing the pipeline status of 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 Change Pipeline Status
  6. In the Pipeline Status dropdown menu, click the relevant option
  7. Click Save

 Note

The list of Pipeline Status options available to you will have been customised in System Administration by your appointed Group Administrator
For more information on Setting up default settings in Group Settings, click here

Changing the pipeline status of 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 Change Pipeline Status
  7. In the Pipeline Status dropdown menu, click the relevant option
  8. Click Save

 Note

The list of Pipeline Status options available to you will have been customised in System Administration by your appointed Group Administrator
For more information on Setting up default settings in Group Settings, click here

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