Sending a sales progression email

Sending an email from a sales progression lets you formally communicate status updates or next steps to one or more parties involved in a sale. 

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

Sending a sales progression email 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 E-Mail
5. The Send an email window opens. Add any additional To recipients or CC's
6. Edit the Subject of the email, if needed (by default, the template name will be set as the Subject)
7. If the email 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. Type the required email message, or, amend the content of your email template by clicking inside any of the blue boxes that appear when you hover over the email body
9. Add any Attachments needed either by selecting Browse your Computer and selecting attachments directly from your desktop, or, by selecting Browse Alto and attaching documents stored on the property/contact/tenancy record (if applicable)
10. Click Send to send your email

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

Sending a sales progression email 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 E-Mail
6. The Send an email window opens. Add any additional To recipients or CC's
7. Edit the Subject of the email, if needed (by default, the template name will be set as the Subject)
8. If the email 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
9. Type the required email message, or, amend the content of your email template by clicking inside any of the blue boxes that appear when you hover over the email body
10. Add any Attachments needed either by selecting Browse your Computer and selecting attachments directly from your desktop, or, by selecting Browse Alto and attaching documents stored on the property/contact/tenancy record (if applicable)
11. Click Send to send your email

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

• Related Help Centre articles that you may find useful.

  Sending a lettings progression email

  Getting started with Email Templates