1. Sales  Summary  -  key details about the Sale including the current status of the sale.
2. [Actions]  -  quick access for creation of a new contact log or a new document from a template and view third party linked service logs.
3. [Edit] button to quickly open the Sales edit view.
4. Sales Work Area Menus  -  Shortcuts to the relevant area of interest within the work area. **Note that the shortcuts will change dependent on the property type and the status of the sale process.

1. Add and edit additional details relating to the sale that have not been added during opportunity/prospect /sales enquiry processes.
2. If you have selected a property for the client then the additional fields will be available for you to complete, as appropriate.
3. If the buyer is a foreign investor and needs approval tick the box.
4. Add any private notes.
5. Click [Save] to save your additions and edits.

Buyer account details and access to the account history and filters. Depending on your users access privileges there are a number additional tabs to reassign the sales account, edit the account, edit the buyer activity, complete a buyers survey and change subscription status.  

1. If a specific property is of interest to the buyer select from those available and or filter by the development.
2. Enter the buyers property search criteria, number of bedrooms, bathrooms location facilities etc. Include the maximum budget.
3. [Save]  -  click to save your changes.

1. If a specific property is of interest to the buyer select from those available and or filter by the development.
2. Enter the buyers property search criteria, number of bedrooms, bathrooms location facilities etc. Include the maximum budget.
3. [Save]  -  click to save your changes.

Only available when buyer property type is {Home Builder}

1. Click and select latest status for the home builders development plan.
2. Click to expand and collapse the plan view
3. Click [Save] to save changes to the home builders plan

Only available when buyer property type is {Home Builder}

1. Details of a specific selected property design and/or the buyers purchasing criteria

Create opportunities from your interaction with the buyer. refer to How to Create a New Opportunity

1. [Notify]  -  
2. [View Summary]  -  opens the highlighted opportunity in the Opportunity Summary view.
3. [Create New] to open the New Contact window to add a new opportunity directly.
4. [Edit] to open and edit an existing highlighted opportunity directly within the Sales Edit view. The same can be achieved by clicking the small arrow to the left of the opportunity or double clicking the opportunity.
5. [Delete]  -  delete existing highlighted opportunity.
6. [Refresh]  -  refresh the view after any changes.

Contact Logs are the records  of your contact activity within Complete, showing the details and current status of each contact. Refer to Creating a Contact Log in a specific Work Area

1. [Create New]  -  create a new contact log every time you contact a client. Keeping these up to date gives  both you and the business a record of your activity, a trail  for those who follow, and transparency if required for dispute resolution.

1. [Create New]  -  create a new payment entry.
2. [Edit]  -  edit the selected payment entry.
3. [Delete]  -  delete the selected payment entry.
4. [Refresh]  -  refresh the view after any changes.
5. In the payment details window enter/edit relevant details noting that the choices provided can be configured by your admin manager in Lookups.
6. [Save]  - save your entry.

1. [Create New]  -  create a new variation entry.
2. [Edit]  -  edit the selected variation entry.
3. [Delete]  -  delete the selected variation entry.
4. [Refresh]  -  refresh the view after any changes.
5. In the variation details window enter or edit relevant details noting that the choices provided can be configured by your admin manager in Lookups.
6. [Save]  - save your entry.

1. [Create New]  -  create a new commission entry.
2. [Edit]  -  edit the selected commission entry.
3. [Delete]  -  delete the selected commission entry.
4. [Refresh]  -  refresh the view after any changes.
5. In the commission details window enter/edit relevant details noting that the choices provided can be configured by your admin manger in Lookups.
6. [Save]  - save your entry.
7. Click tabs to edit details or create commission splits.
8. Click [Create New] - create an new commission entry.
9. In the {% Commission Splits} entry window enter or edit relevant details noting that the choices provided can be configured by your admin manager in Lookups.

With a property transactions there will be many third parties who will be involved and the Contacts section allows for their details to be recorded in one place and to be associated with the sale.

1. [Create New]  -  opens the New Contact window
2. [Edit]  -  open and edit an existing highlighted contact.
3. [Delete]  -  delete existing highlighted contact.
4. [Refresh]  -  refresh the view after any changes.

To add documents to the work there are four options:-

1. [Attach Document(s) from DMS - select from the uploaded documents available to you within the DMS
2. [Select files] to open a new file browser window to add external documents to to the work of the account. Or...
3. Drag and drop into the marked box.
4. Click [Enable External Upload] to enable and share link for your client or coworkers to upload external files themselves. Refer to DMS External Upload

To search within the attached documents:-

5. Search within documents that have been attached to the work for the account.
6. Filter using tags that have been added to the document attached to the work for the account
7. [Filter By Externally Uploaded Documents]  - filters the list to show externally uploaded documents only.
8. [Search] - start search within documents that have been attached to the work for the account.
9. [Clear Search] to clear the search criteria, text and tags.
10. Sort filtered results by file name or upload date.
11. Display as a list or icon.