Reverting an exchanged sale back to in progress

If a sale has been marked as exchanged in error or circumstances change, you can revert its status back to In Progress. Reverting restores the sale to its former stage, resets status, and adjusts the progression meter and milestones.

Reverting an exchanged sale can be done in any one of two ways, either from Progressions or from Properties.

Reverting a sale 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 Actions
5. In the dropdown menu, click Revert status to "In Progress"
6. The Revert status to "In Progress" window opens. 
   
   Type in any relevant Notes
7. Click Save

The property returns to its previous status and shows as Exchanged. The progress meters also return to their previous percentages based upon how many milestones have been marked as completed.

Reverting a sale 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 Actions
6. In the dropdown menu, click Revert status to "In Progress"
7. The Revert status to "In Progress" window opens. 
   
   Type in any relevant Notes
8. Click Save

The property returns to its previous status and shows as Exchanged. The progress meters also return to their previous percentages based upon how many milestones have been marked as completed.