1. Completing a sales property
Once a property sale has concluded and no further action is required, the property should be marked as complete. Completing a property removes it from the list of active sales properties and updates the sales process accordingly.
Note: Before a property can be completed, its current status must be set to Contracts exchanged.
To complete a sales property:
Go to Sales properties > View sales progression
Locate the relevant property
In the Status column, expand the dropdown and select Complete
Two actions will now take place:
The status of the property will be changed to Past property- completed
The sales process for this property/buyer will be completed
2. Locating past sales properties
To locate past sales properties, please follow the steps listed below:
Go to Sales properties > View available properties
Expand the Filter by status dropdown and select Past property
The table will update to list only past properties
The Filter by secondary status dropdown can be used to refine these results further if required.