What this does
Property sales tracking covers the full lifecycle from listing a property for sale through to exchanging contracts and completing.
When to use it
Use this when you instruct a property for sale and need to manage viewings, offers, and progression.
Step by step
- Add the property with Listing Type set to For Sale
- Set the Asking Price
- Schedule viewings for interested buyers
- Record offers as they come in
- Accept the best offer and begin sales progression
- Track the chain through to exchange and completion
Sales statuses
- Available — listed and accepting viewings
- Under Offer — an offer has been accepted
- Sold STC — sold subject to contract
- Exchanged — contracts exchanged, legally binding
- Completed — sale complete, keys handed over
- Withdrawn — removed from the market
Tips
- Update the status promptly — portal listings reflect the current status
- Link the buyer as a contact for complete audit trail
- Use the sales progression timeline to see what's outstanding