Adding a note to a sales progression

Adding a note to a sales progression helps you keep a clear record of updates, calls, and actions taken during the sale. Each note is stored on the progression itself and, if needed, can also be shared with the linked parties shown in the transaction.

A note can be added in any one of two ways, either from Progressions or from Properties.

Adding a note to a sales progression 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 Add Note
5. The Add Transaction Note window opens. In the Involved Parties list, confirm which other Timeline(s) the note should be added to. Select and/or add other contacts using the search bar if required, or, untick parties to prevent the note being added to their Timeline
6. Type the relevant notes into the Notes field
7. If the note 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. Click Save

The new note appears in the progression Notes tab and also in the Timeline(s) of the Involved Parties.

Adding a note to a sales progression 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 Add Note
6. The Add Transaction Note window opens. In the Involved Parties list, confirm which other Timeline(s) the note should be added to. Select and/or add other contacts using the search bar if required, or, untick parties to prevent the note being added to their Timeline
7. Type the relevant notes into the Notes field
8. If the note 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. Click Save

The new note appears in the progression Notes tab and also in the Timeline(s) of the Involved Parties.