Sending a sales progression SMS

With SMS text messaging enabled by default, sending an SMS text message from a sales progression lets you quickly communicate brief, time sensitive updates to one or more parties involved in a sale. 

A sales progression SMS text message can be sent in any one of two ways, either from Progressions or from Properties.

Sending a sales progression SMS text message 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. Below the Exchange & Completion Dates section, click Send SMS
5. The Send SMS window opens. In the To field, add or remove recipients
6. If the SMS is in response to direct communication with the parties, we recommend you tick Update Last Contacted Date. This makes it clear on the parties' records when they were last spoken to
7. In the SMS Text field, enter the required SMS text message (up to 160 characters max)
8. Click Send

The SMS text message that's sent appears in the Timeline of the involved parties.

Sending a sales progression SMS text message 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. Below the Exchange & Completion Dates section, click Send SMS
6. The Send SMS window opens. In the To field, add or remove recipients
7. If the SMS is in response to direct communication with the parties, we recommend you tick Update Last Contacted Date. This makes it clear on the parties' records when they were last spoken to
8. In the SMS Text field, enter the required SMS text message (up to 160 characters max)
9. Click Send

The SMS text message that's sent appears in the Timeline of the involved parties.

• Related Help Centre articles that you may find useful.

  Set up SMS text or email reminders for viewings and market appraisals

  Sending a lettings progression SMS

  Sending SMS and email from the home screen

  Sending email and SMS messages to a contact

  SMS Messages Sent report