Adding a Proof of Exchange in the Sales Progression
When marking a sale as exchanged, you can add a Proof of exchange that will be stored in the sales progression.
Marking a Sale as Exchanged
In the sales progression page, you can go ahead and mark a sale as "fallen through"; "exchanged"; "completed". When you select 'exchanged', you will be able to add a proof of exchange.
You can add the proof of exchange by uploading it from your computer or by dragging and dropping it. Once you have selected the correct date for the exchanged date and the completion date if you need, you can mark the sale as exchanged.
Note - The property status will automatically change from Sold STC to Exchanged.
For sales using the new sales progression steps, you can also open the exchange window by clicking 'Mark as complete' on the Contracts exchanged step. The step will then be completed automatically once the sale is marked as exchanged.
Note - If your agency has made any sales progression steps mandatory, you won't be able to mark the sale as exchanged until they're complete, and Street will list the steps still to do. Users with the permission 'Allow this user to exchange or complete sales without completing mandatory workflow steps' can still exchange the sale.
Viewing the Proof of Exchange
Once uploaded in the sales progression page, the proof of exchange can be viewed in the property page and in the sales progression page.
In the Property Page
To view the proof of exchange uploaded, head to the property page > Info > Documents and Files. The file will be saved as "Proof of Exchange" with the date.
In the Sales Progression Page
To view the proof of exchange in the sales progression page, head to the sales progression page > Info > Documents and Files. The file will be saved the same way as in the property page.
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