The process for adding a property's basic address details are covered in the general property section. This article focusses on data which is relevant to when adding sale properties only.
Additional property details may be added later by updating the property.
New development
If this property is actually a new development comprising other properties, tick the New Development checkbox and this will present additional options once the property has been saved to allow you to provide development details.
Property details
Status
The default sale status for all new properties is Valuation, although another option may be chosen if required.
- Valuation
- Draft
- For Sale
- Sale Agreed
- Withdrawn
- Sold
Certain features and options are not available depending on the sale status. For example, while a property is in its initial valuation stage before it has been presented for sale, viewings and offers may not be recorded.
Management details
Branch
If your agency has multiple branches you can specify which branch is responsible for the management of this property. It will be automatically set to the current branch selection for the current user.
If you only have one branch the property will be associated with that branch by default.
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