On a Property record, you can record that the terms have been sent and/or signed by the vendor.
- Click Property on the main toolbar
- Select the relevant property from Recent & Favourite Properties
- Alternatively, find the property using the Search Properties bar in the top right
- Click Actions
- In the dropdown menu, either:
- Click Terms Sent to log that terms of business have been issued to the vendor, or,
- Click Terms Signed to log that the signed terms of business have been returned from the vendor
- Type any relevant Notes
- Click OK
The action will be logged and appear in the property Timeline.