Sales Process

Sale Pipeline

• The sale pipeline
• Sale statuses explained
• Update sale status
• How does status change?

Valuations

• Add a property for valuation
• Schedule a valuation
• Update a valuation
• Delete a valuation
• Send an SMS valuation reminder
• List valuations for a property

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Viewings

• Schedule a viewing
• Update a viewing
• Send an SMS viewing reminder
• List viewings for a property
• Report across all viewings
• Cancel a viewing

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Offers

• Record an offer
• Revise an offer
• Reject an offer
• Withdraw an offer
• Accept an offer
• Delete an offer

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