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The Sales Chain

Lisa
Lisa
  • Updated

You can access the Sales Progression And Chain Details from the Sale Chain tab on the sales record.

  1. Click Property on the main homebar
  2. Search for the relevant property in the Find bar and click Go. Click View on the relevant record
    1. Alternatively, find and click the relevant property from within the Last Viewed section
  3. Click the Sales tab
  4. Click View on the relevant sale
  5. Click the Sale Chain tab

Here, you can mark key dates as to when an element of the chain has been completed. 

  1. To add a date, click Edit on the relevant contact in the chain
  2. Click the Calendar next to the field(s) you wish to add a date to
  3. In the Chain Notes section, add any additional Notes in the text box
    1. If you use PropertyFile, tick Visible On PropertyFile? to share the notes you have added with clients
  4. Click Save 

Once a date has been added to the progression, the stage appears green with the date below it. 

You can also click Add Property To Chain. This gives you the option to record as much of the following information as you have available:

  • Position In Chain, top or bottom 
  • Vendor Name
  • Selling Property Address
  • Sale Price
  • Selling Agent 
  • Vendors Solicitor
  • Key dates 
  • Chain notes
  1. Click Save

Once saved, the new property will appear in the chain. This property can be edited or removed at any time.

Newly added properties in the chain can also be reordered if you click Order Chain. Click and drag the properties up and down the chain and click Save once the chain is ordered correctly.