Introduction

LoftyWorks Sales Progression Management allows you to customise your sales process to match your team’s workflow. This guide will walk you through setting up progression stages, custom fields, and roles, as well as managing your progressions using List View or Kanban View. You’ll also learn how to search, filter, and organise your progressions to keep everything on track.

Summary

Sales Progression Management Setup

Sales Progression Management Setup

Before using LoftyWorks Sales Progression, ensure the settings reflect how your team handles deals in the real world. You can configure progression stages, custom fields, roles, and more.

Progression Views

LoftyWorks provides two main views for managing your progressions:

List View

The List View displays each progression as a row, including property address, owner, stage and other key data points. You can sort by date, filter by stages, and open a progression record directly from the list.
The pipeline stage is displayed at the top center as the key organising element.

Kanban View

Kanban View organises progressions into column-based stages. Each progression is represented as a card that can be dragged and dropped from one stage to the next. Each column also displays a total count of progressions currently in that stage.

Search & Filtering

You can search for progressions by Property Address or Contact Name (buyer, vendor).

Multiple criteria may be added to further narrow results.

To view progressions for contacts where you are not the assigned primary agent, enable Include Others’ Progressions.

Pipelines & Stages

Each progression has an associated pipeline with stages that represent the current status of the progression.

The default stages available for progression are as follows:

Offer Accepted
Solicitors Instructed
Legal Progress
Enquiries and Exchange
Completed/Cancelled

Important Notes About Stages

You can filter by stage using a multi-select stage filter, and the result counts update dynamically.
In addition to "Completed" and "Cancelled", each progression can have up to 15 stages.

To edit stages, click the gear icon

You may add, rename, delete, or drag/drop to reorder stages.

Custom Fields

For more information about custom fields, please reference Field Groups

Custom Roles

For more information about custom roles, please reference Progression Roles

Questions?

If you have any questions about this topic or anything else, please get in touch with our Support Team. You can email us at <Support@LoftyWorks.com> or call us on +44 330 321 3500.

Progression Management Introduction