Sales Events 


Each sale can be tracked by certain mile-stones, or completion of tasks associated with conveyancing. 

For example - select Actions > Edit Sales Events 

This will open up a manage sales events screen: 


From here you can select + Register new event 

Note: Register new event - is a custom field, in addition to defaults, you can add your own custom events. 

Within the sales event screen, select from drop down an event type: 

This will give you a list of default and custom events. 

Select event suitable, add date and description of event. 

Click Save

This will populate within the sale offer and change status of sale accordingly. 

For example, if you were to follow through and add events to complete the offer process, a series of events would show as a completed. Clear for the next stage of progression: