Sales Progression
See your sales through to completion.
Sales Progression
Progression milestones
Create progression milestone templates to track different steps for different types of sales. For example, create different templates for leasehold, freehold or new homes sales.
Set target dates, complete milestones and maintain a holistic view of the progress of the sale. Even automate activity from milestone status.
Sales Progression
Build and split chains
Link your sale to existing sales within Greenhouse, create and track sales outside the CRM for sales being managed by other agents. Monitor milestones and track activity on all links in the chain.
Split chains with multiple sellers or in cases of separations.
Sales Progression
Activity feed
Track all activity through sales progression on the activity feed. Link calls, emails, SMS and notes to anyone involved in the sale, including sellers, buyers, solicitors and mortgage brokers.
Create automation to keep everyone up to date and request the right information at the right time.