Changing the negotiator (deal owner) for a sale

When the negotiator (deal owner) for a sale changes - for example due to team moves, reassignments, or workload balancing - it’s vital to update this in Alto. Doing so ensures clear accountability, keeps your sales pipeline accurate, and makes sure all communication, tasks, and reports are tied to the right person.

Changing the negotiator (deal owner) can be achieved by renegotiating the sale of the ongoing property purchase. This can be done in any one of two ways, either from Progressions or from Properties.

Changing the negotiator (deal owner) for 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 Renegotiate Sale
6. The Renegotiate Sale window opens. In the Negotiator dropdown menu, click a name to reassign the sale to someone else (change the deal owner)
7. Within Notes, type Sale renegotiated to amend deal owner. This creates a visible audit trail in the Timeline
8. Click Save

Changing the negotiator (deal owner) for 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 Renegotiate Sale
7. The Renegotiate Sale window opens. In the Negotiator dropdown menu, click a name to reassign the sale to someone else (change the deal owner)
8. Within Notes, type Sale renegotiated to amend deal owner. This creates a visible audit trail in the Timeline
9. Click Save

• Related Help Centre articles that you may find useful.

  Renegotiating a sale in progress