Introduction

The Progression Roles feature allows you to define and manage roles in your sales progressions or lettings application. These roles help assign specific responsibilities to contacts, agents, and contractors, streamlining the workflow within LoftyWorks. This article will guide you through adding, managing, and customising progression roles to suit your team's needs.

Summary

Adding a Progression Role
Managing Progression Roles

Adding a Progression Role

Follow these steps to find this setting in your CRM:

Navigate to Settings > Company
Click on Progression Roles under Progressions section
Choose + Add a Role at the top of the page

When adding a new role you will assign a name and a type which has three options:

Contact/Client - Only contacts (e.g., Buyer, Vendor, Tenant, Landlord) can be assigned to this role
Agent - Only another user on the LoftyWorks account (e.g., Listing Agent, Negotiator) can be assigned to this role
Contractor/Contractor Company - Only contractors or companies providing services related to the contact (e.g., Home Improvement, Surveyor, Mortgage Broker) can be assigned to this role.

Managing Progression Roles

On the Progressions Roles page, you can view various details about each role, including the Role Name, Type, Created By (user), and Last Modified By (user).

In addition to this, you also have the option to edit, delete, or reorder progression roles.

Note: System default roles cannot be edited or deleted.

Edit: Click on the Edit icon under the Edit column.
Delete: Click on the Delete icon under the Delete column.
Reorder: Click on the Drag Handle under the Order column.

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.