Sending a sales progression SMS

Within Alto, you can send a sales progression text message 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 text message from Progressions
• Sending a sales progression text message from Properties

Sending a sales progression text message 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 SMS
5. The Send SMS window opens. In the To field, add or remove recipients
6. Tick Update Last Contacted Date if appropriate
7. In the SMS Text field, enter the required text message (up to 160 characters max)
8. Click Send

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

Sending a sales progression text message 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 SMS
6. The Send SMS window opens. In the To field, add or remove recipients
7. Tick Update Last Contacted Date if appropriate
8. In the SMS Text field, enter the required text message (up to 160 characters max)
9. Click Send

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

Related articles: 

Sending a sales progression email

Sending a lettings progression SMS