Add/Remove Progression Milestones

An administrative user can add and remove Progression Milestones for buyers, vendors and lettings.

  1. Click Tools on the main toolbar
  2. On the side menu, under System Tools, click System Administration
  3. Click Group Settings 
  4. Scroll down and click either Owner Progression, Buyer Progression, or Lettings Progression

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On these pages, you can enable any items you want to use which are currently inactive (not ticked in the Selected column) or add a completely new item. 

  1. To do so, click Add New Code
  2. Enter the relevant item information
  3. Click Create

You should however avoid editing any items since it will change milestones which are already in use and may be part of ongoing progressions. The amended milestones will apply to all future progressions, however progressions which are already in progress will remain as they are.

Related articles:

Progressing a sale

Progressing a tenancy

Sales Progressions

Lettings Progressions

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