Noting that terms have been sent or signed

On a Property record, you can record that the terms have been sent and/or signed by the vendor.

  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, either:
    1. Click Terms Sent to log that terms of business have been issued to the vendor, or,
    2. Click Terms Signed to log that the signed terms of business have been returned from the vendor
  5. Type any relevant Notes
  6. Click OK

The action will be logged and appear in the property Timeline.

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