Sales enquiries that have been added to the sales database are visible and searchable using the Sales view in CompleteEmpire. From this view new sales enquiries can be added, enquiries edited, progressed to work and viewed in detail. The search panel can be used to filter properties using a number of applicable criteria. At least one search criteria needs to be selected.
- Click {Sales} - to open the Sales view. Find Sales under Sales in the Main Menu.
- Sales Work Area Header.
- Sales Work Area Quick button group.
- Search Panel - Opens automatically when the Sales view is selected. At least one search criteria needs to be entered.
- The Advanced Search Bar is automatically opens in the Sales view. Close using the [Right Close Arrow] a grey icon to the left of the Search Panel header.
- Grid headings are interactive and can be sorted in ascending or descending order by clicking once. The column which has been sorted will be marked with an arrow – up for ascending and down for descending.
- The grid column titles can also be sorted by clicking on the (ellipses) three dots to the right of the title.
- A drop-down box appears and the user can also choose to remove or add column headings to change the grid view.
- Columns can be reordered by clicking and holding down the mouse on the grid title and dragging it into its new position. Column widths can be adjusted by clicking and dragging the vertical border of the grid title.
- [View Summary] - Opens the highlighted sale enquiry in the Sales Summary view.
- [Create New] - Opens the New Sale Enquiry window.
- [Edit] - Opens the highlighted sale enquiry in the Sales Edit view.
- [Notify] - Click to open a Notification window - this will only apply if it is a Development and a Sales manager has been appointed.
- [Bin] - Deletes the highlighted sale enquiry. Opens a confirmation window "Are you sure?" Yes/No.
- [Refresh] - Refresh the displayed screen to review changes.
- The Advanced Search Bar is automatically opens in the Sales view.
- Use [Right Close Arrow] a grey icon to the left of the Search Panel header to close the Search Panel.
- At least one search field criteria must be selected or entered to enable the database search. Searches by Sales Agent will require the agents Agency to be selected first.
- Clear the search fields clicking [Clear Search] or the Clear Search link at top right.
- Sort your enquiries by status, Any, Hot, Warm or Cold using the [Temp] button. Click to sort the filtered opportunities based on their status to assist you to identify and concentrate on the most relevant opportunities.
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