Please see the guide below for the most common Sales queries on SME Professional.
1. How do I keep track of viewing follow-ups?
Viewing follow-ups can be managed through the Sales viewings feedback page, where feedback can be added, edited, and requested.
Go to Sales properties > Sales viewings feedback
Locate the required Property
Select 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 required Property
Select the House icon
Select the Viewings feedback tab
2. Where do I record 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 required Property
Select the Actions and Views dropdown
Select Property notes
3. How do I view all notes in one place?
These notes appear on the main property page and can be viewed by hovering over the clipboard icon.
Go to Sales properties > View available properties
Locate the required Property
Select the House icon
Select the Important Notes tab
Or
Go to Sales properties > View available properties
Locate the required Property
Select the Actions dropdown
Select Property Notes
4. How do I see the vendor's lawyer/solicitor on the Sales progression page?
For a vendor's lawyer or solicitor to appear on the Sales Progression page, the contact details must first be linked to the property record.
For further guidance on adding and linking sales contacts, click here.