Actions
Select Actions > Edit Sale Details
You will then be able to edit the following fields:
Main Information Tab
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Reference: Auto Generated (Can be overwritten)
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Status: Auto Generated based on Sales Events (See below)
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Offer price: Price offered by purchaser
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Asked price: Price the vendor has requested
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Tenure Type: Lease, Free or Common hold.
- Purchaser: Search Prospect (Note can be more than one purchaser per sale offer)
- Purchaser Type: Cash or Mortgage
- If Mortgage
- Deposit Amount: Deposit that the purchaser has
- Lender: Add Lender. Searches Other Contact Type. i.e Bank
Sale expected dates
- Offer received
- Contracts Exchanged
- Expected completion
- Chain Status
- Assigned employee: Assign a staff member to manage this sale
Vendor's solicitor: Add owner solicitors
Purchaser's solicitor: Add purchaser solicitors
Description Tab
Tip: Useful for setting one off pieces of information, for example. I.e Recording any agreement made between purchaser and vendor.
Example of Sales Details completed:
