Basic procedure for sales

The basic procedure for managing a sale involves the following key stages.

Set up a vendor

  1. Click on the “Sales” top menu
  2. Click on the “Vendors” sub-menu
  3. Click on the “Add” link to take you to the form to register a new vendor.
  4. Enter the details for the vendor and press the “Add” button.

For more details, click here

Set up a property

Once you have set up the vendor, you can add one or more properties for that vendor.

  1. From the Vendor details page, click the “Add Property” Quick Link in the side menu (or click the “Sales” tab at the top of the page, click "Add" and select the vendor). You will be taken to a property details form.
  2. Enter the details of the vendor’s property and press the “Add” button.
  3. The property has now been created. You can add additional marketing details, such as the description, photos, features and so on, by clicking the relevant property side menu link.

For more details, click here

Set up a buyer

  1. Click on the “Sales” top menu
  2. Click on the “Buyers” sub-menu
  3. Click on the “Add” link to take you to the form to register a new buyer.
  4. Enter the details for the buyer and press the “Add” button.

For more details, click here

Set up a property search for a buyer

To find all properties that match a buyer’s search criteria:

  1. From the Buyer details page, click the “Property Searches” side menu item. You will be taken to the form to create a new property search.
  2. Enter the buyer’s search criteria and press the “Add” button.
  3. The search has been saved, and you will be taken to a page displaying all properties that are on the market and matching the search criteria.

Find matching buyers for a property

As well as finding all properties that match a buyer’s search criteria, it is also possible to find all buyers whose search criteria match those of a particular property:

  1. Navigate to the property in question.
  2. Click on the “Applicant Search” side menu item.
  3. A list of all buyers with matching searches is displayed.

Record a sale

Once a buyer has been found for a property, the sale can be recorded:

  1. From the property page, click on the “Sale Details” side menu link.
  2. Click “Edit” to enter details of the sale.
  3. Search for the buyer by name, and record the other details of the sale. Press “Save” to store the sale details.

Manage the progression of the sale

  1. Click on the “Sale Progression” side menu link from the property page. You will be taken to a page listing chronologically the progression of the sale.
  2. To record a new stage or event in the sale, click “Add”.
  3. Enter the details of the sale progression event and press “Add”.
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