Updating the sale review date

You can easily update the sale review date for a property purchase.

A property's sale progression can be accessed in either one of two ways, from Progressions, or from the Property.

To update the sale review date 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 Transaction Management section, click the downward facing arrow to display the task list
  5. Click the entry titled Review Deal
  6. Click the Complete Status
  7. Enter your latest progress Notes
  8. Click Save
  9. Click Yes when asked if you would like to schedule another review?
    1. If someone else if going to be responsible for the next review, click Assigned To to change negotiator
  10. To indicate when you next intend to review the progress of this sale, update the Target/Due Date by typing a new date or selecting a date from the calendar
  11. Change the Priority, if required
  12. Enter any required Notes, e.g. to remind yourself what will need checking next time
  13. Click Save

To update the sale review date 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. In the Transaction Management section, click the downward facing arrow to display the task list
  4. Click the entry titled Review Deal
  5. Click the Complete Status
  6. Enter your latest progress Notes
  7. Click Save
  8. Click Yes when asked if you would like to schedule another review?
    1. If someone else if going to be responsible for the next review, click Assigned To to change negotiator
  9. To indicate when you next intend to review the progress of this sale, update the Target/Due Date by typing a new date or selecting a date from the calendar
  10. Change the Priority, if required
  11. Enter any required Notes, e.g. to remind yourself what will need checking next time
  12. Click Save

Your new reminder appears at the set date in the Reviews area of the Tasks widget on the Main Dashboard.

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