Updating a sale in progress if sold externally

Within Alto, you can mark a property as being sold externally by a third party, whilst your agency was processing a sale on the property.

This can be done in any one of two ways, either from Progressions or from Properties.

Updating 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 Externally Sold
6. The Externally Sold window opens. In the External Sale Details section, type in the Price Paid (if known)
7. Type in any relevant Notes
8. Click Save
9. At this point, you may be given the opportunity to create and generate the appropriate letters relating to the property having been sold. Tick which letters you wish to generate and click Open Letters Now.
   They can then be edited, finalised and sent like any other letter
   For more information on how to Edit and send an event driven letter, click here

The property's status shows as Externally Sold and the sale no longer appears in the NEW Sales progressions list.

Updating 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 Externally Sold
7. The Externally Sold window opens. In the External Sale Details section, type in the Price Paid (if known)
8. Type in any relevant Notes
9. Click Save
10. At this point, you may be given the opportunity to create and generate the appropriate letters relating to the property having been sold. Tick which letters you wish to generate and click Open Letters Now.
    They can then be edited, finalised and sent like any other letter
    For more information on how to Edit and send an event driven letter, click here

The property's status shows as Externally Sold and the sale no longer appears in the NEW Sales progressions list.