Updating sales progression target dates

Within Alto, you can update the estimated target dates for exchanging contracts and completing 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: 

Updating sales progression target dates 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. To indicate when it's expected that contracts will exchange, in the Exchange & Completion Dates section, update the Exchange Target Date. To do this, type in a new date, or, click the calendar to select the date
  5. To indicate when it's expected that the sale will complete, update the Completion Target Date. To do this, type in a new date, or, click the calendar to select the date

Updating sales progression target dates 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. To indicate when it's expected that contracts will exchange, in the Exchange & Completion Dates section, update the Exchange Target Date. To do this, type in a new date, or, click the calendar to select the date
  6. To indicate when it's expected that the sale will complete, update the Completion Target Date. To do this, type in a new date, or, click the calendar to select the date

 Best practice

We recommend entering dates into both fields, even if the dates are only estimates. If they're left blank, this sale won't be included in either the Potential Exchanges, or the Potential Completions sales reports

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