Please see the guide below for the most common Sales queries on SME Professional.
1. How do I keep track of viewing follow-ups?
The Viewings feedback page allows users to add/edit feedback and request feedback. Estate agency viewing follow-ups can be tracked via:
Go to Sales properties > Sales viewings feedback
Locate the Property
Click on the Edit pencil to access the feedback
The follow-up information can also be accessed via the Property Overview page.
Go to Sales properties > View available properties
Locate the Property
Click on the House icon
Click on the Viewings feedback tab
2. Where do I put sales progression notes?
Important notes can be logged against individual property records for internal reference. Sales progression notes can be added via:
Go to Sales Properties > View sales progression
Locate the Property
Click on the Actions and Views dropdown
Select Property notes
3. Can I see all notes in one place?
These notes appear on the main property page and can be seen by hovering the mouse over the clipboard icon.
Go to Sales properties > View available properties
Locate the Property
Select the House icon
Click on the Important Notes tab
Or
Go to Sales properties > View available properties
Locate the Property
Select the Actions and Views dropdown
Select Property Notes
4. How do I see the vendor's lawyer/solicitor on the Sales progression page?
In order for the owner's lawyer to show on the Sales progression page, their details must be added against the property record.
Guidance on adding a sales contact to a property can be found here.