Introduction

The Sales Progression Tab allows you to view and manage all progression records associated with a Sales property. This tab helps agents track the sales journey from offer through to completion, ensuring all key information is stored in one place.

Summary

• Accessing Sales Progression Tab

• Adding a Sales Progression

• Viewing the Sales Progression List

• Relationship Between Offers, Contacts, and Sales Progressions

Accessing Sales Progression Tab

To access sales property's sales progression tab, navigate to Sales > Properties > select a property and enter its detail page by clicking on its address. NOW you can see the sales progression tab at the top.

To add a Sale Progression, use the "+" sign in the top-right corner or the "Add Sales Progression" button in the empty state.

All agents who can access the property page are able to add a Sales Progression.

Adding a Sales Progression

When you click Add Sales Progression, a form opens with key details pre-filled to save time.

• Associated Property – always taken from the property and cannot be edited

• Vendor – filled in when available and can be updated

• Owner – set to the property’s negotiator, but can be changed

You can also click on Details View to fill in more details about this progression. Once completed, the new Sales Progression appears in the list within this tab.

Viewing the Sales Progression List

All Sales Progressions linked to the property are displayed here, listed newest first.

Each entry includes information such as:

• Sales Price

  • This is the price recorded in the Sales Progression

• Progression ID

• Current Stage

• Owner

• Date Created

• Expected Completion Date (shown when the progression is still open)

• Completion Date (shown when the progression has been closed)

• Task progress

If a progression was created from an offer (including from the Offers tab), it will also appear here.

To view a Sales Progression detail page, click the sales progression:

• If you do not have permission, the sales progression is not clickable

• For more information about sales progression detail page, please check link

Relationship Between Offers, Contacts, and Sales Progressions

Sales Progressions may come from several different actions in the system. Below is a simple overview of how they appear across pages:

From Offers

A Sales Progression can be created directly from the Offers tab on a property

Any Sales Progression created from an offer will appear:

• In the property’s Sales Progression tab

• In the associated contact’s Deals tab

From a Contact

If a progression is created from a contact's Deals tab, it will also appear:

• In the associated property’s Sales Progression tab

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.