Marking a Property as Sold

Getting Started

From My Day screen, Sales tab, then to properties, navigate to the property you wish to change the status of.
In the property screen select the Marketing tab in the left menu. This is the same process for changing the advertising status of a Lettings property.

Select the New Advertising Status

Click on the ‘Advertising Status’ field and select the new advertising status from the drop down list. Also change the board status (if that field is used). This process is the same for Lettings properties.

Remember to click the ‘Save’ icon at the bottom of the screen.

Once you have changed the Sales/Lettings Advertising Status remember to re upload the property to the property portals and your own website.

Changing the Status Lookup

Updating the Advertising Status Lookup
The drop down menus are called Lookups, these are updated from Lookups menu in Configuration. From the My Account Tab, select ‘Control Centre’ then ‘Configuration’

From the left hand menu, scroll to the ‘Lookup’ tab, click on + and then select the type of Lookup to edit either ‘Sales’ or ‘Lettings’.

From the Lookups menu, select the lookup to edit (in this case Property Status) if the option you want is not there click ‘+Add New Lookup'.

Name the new Lookup and click the ‘Save Option’.

To use the new Lookup click on ‘Add’ or ‘Add All’ if adding multiple items.
The Lookups will now be available to use.