The sale pipeline

A property sale will involve various coordinated activities which must be recorded, managed and communicated in a timely manner to all parties involved.

These distinct activities are shown in various places on the property, buyer and vendor views, but for a particular property sale they are presented in a consolidated view on the Sale Pipeline page.

STEP-BY-STEP

1. On the property view, go to Sale Process > Sale Pipeline.
   
   
   
   
2. You can view existing or record a new offer. The highest offer to date is prominently shown.
   
   
   
   
3. You can view an existing or record a new valuation.
   
   
   
   
4. You can view an existing or record a new viewing.
   
   
   
   
5. You can easily identify completed viewings which are still awaiting follow-up.
   
   
6. You can update the property sale status as it progresses. 
   
   
   
   
7. You can also update important dates, e.g. registration and sale completion dates. Click Manage to modify these dates.