Printing notes from a sales progression

Printing notes from a sales progression gives you a clear record of all updates, calls, and actions taken during the sale in a shareable .pdf format. The .pdf includes property details, vendor and purchaser information, and every note stored on the progression, giving you a complete history you can download or print as needed.

Notes can be printed in any one of two ways, either from Progressions or from Properties.

Printing sale notes from Progressions

1. Click Progressions on the main navigation bar
2. In the dropdown menu, click NEW Sales progressions
3. You can filter the sales by Branch, Conveyancer, Sales Progressor or Status if you need to narrow down the number of sales listed. Click View full progression alongside the relevant sale in the list
4. Click Print Notes

Details of the Property, Vendor, Purchaser and all of the sales history notes display in a new browser tab in .pdf format, which you can download or print out.

Printing sale notes from Properties

1. Click Properties on the main navigation bar
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. Click Print Notes

Details of the Property, Vendor, Purchaser and all of the sales history notes display in a new browser tab in .pdf format, which you can download or print out.