Viewing Sales Progression for a Property in CRM

1. Navigate to https://crm.iamproperty.com/MyDay

Tip: Tip! There are 3 ways to access the Sales Progression screen.

2. Click "Sales"

3. Click "Sales Progression"

4. This will take you to the progression screen.

5. Click "Sales Dashboard"

6. Click "Sales Progression"

7. Alternatively, Click "Sales"
Click "Properties"
Click to select your property.
Click "Offers"
Click this link.

8. This will take you to the Progression screen (as above)

9. Once in the Progression screen, complete all the fields as required. There are some of the progression items that cannot be completed until a previous option is completed. These are the Yellow fields, as an example if the screen shown, the 'Memorandum of Sale Sent' field needs to be completed before the 'Searches Ordered' field can be completed. You can add notes to these fields and the estimated date.

10. To add to the chain, Click "Chain". The chains can be as long as you require and have the information to complete.

11. From this screen you can complete the fields as required.

12. To add to the purchasers chain Click here.

13. To add to the Vendor chain Click here.

14. The progression has its own journal. Click "Journal"

15. Click "New Journal"

16. Click "Select a Journal entry type" from the drop down menu.

17. Add in the details for the journal entry

18. Click "ATTACHMENTS" this will allow you to add 2 additional documents to the journal entry.

19. Click "RECORDS"

20. Click this text field. This will allow you to see which records the journal is linked to and also to link this journal to other records e.g. you might want to link a record in a journal to a Vendor, this means the journal entry will show in the Vendor journal.

21. Click "Save"