1. To see the Sales Summary view double click the selected entry as listed in the list of the sales in the Sales - Enquiry View. Alternatively select the entry and click [View Summary] in the Work Quick button group.

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. Assign {Hot}, {Warm} or {Cool} status to the Sales Enquiry as appropriate.
5. 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

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

1. [Create New]  -  opens the Sales Edit View at the Contact Log panel where you can create a new contact.

Lists opportunities created from your interaction with the buyer. Refer to How to Create a New Opportunity

1. [Create New]  -  opens the Sales Edit View at the Opportunity panel where you can create a new contact

1. [Edit]  -  click to edit the selected payment or add new entry . Opens in the Sales Edit view.

1. [Edit]  -  click to edit the selected variation or add new entry. Opens in the Sales Edit view.

1. [Edit]  -  click to edit the selected commission entry or add new entry. Opens in the Sales Edit view.

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. [Edit]  -  click to edit the selected contact or add new entry. Opens in the Sales Edit view.

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 a grid view.

1. [Edit]  -  click to edit/add notes. Opens in the Sales Edit view.