Sales Progression Workflow Settings
The sales progression workflow controls the sections and steps your team works through on every sale. You can find it in Settings > Company Settings > Workflows > Sales Progression Steps, alongside the other workflows you can customise. For more information on workflows in general, see this help article.
Note - To edit workflows you will need a role with the permission 'Allow this user to manage workflows and workflow templates' enabled.
For more information, see our Roles and Permissions help article.
Sales progression is slightly different to other workflow types. Rather than a single set of steps, it uses multiple templates, each designed for a specific type of sale. When an offer is accepted, Street automatically picks the most appropriate template based on the property's details, such as its tenure, location and whether it's being sold at auction.
Templates
Street provides five default templates covering the most common sale types:
Freehold sale - a standard freehold residential sale, and the most common template for UK sales outside Scotland
Leasehold sale - flats and leasehold houses; adds a Leasehold Information Pack section to the standard process
Scottish sale - for sales in Scotland, covering the Home Report, notes of interest and missives in place of the English conveyancing process
Auction sale - property sold at auction; the legal pack is prepared upfront, with contracts exchanged on auction day
Probate sale - sold by executors of a deceased estate; adds a Grant of Probate Confirmed section to the standard process
Use the toggle next to each template to turn it on or off. If you only ever deal with freehold sales, for example, you could leave just that template switched on and use 'Not required' on the sale itself for any one-off steps that don't apply.
Note - You cannot turn off a template that is currently in use on an active sale - Street will show you a list of affected sales if you try.
You can also create your own templates using 'Add template', either from a blank template or by duplicating an existing one, as well as rename or delete templates you've created.
Editing a template
Click 'Edit template' on any template to open it. The template is split into sections, each containing the steps your team works through on every sale using that template.
Tip! - You can also jump straight to a sale's template by clicking 'Edit workflow' on the Sales Progression page of that sale.
From here you can:
Reorder sections and steps by dragging them up or down
Add a section using 'Add section' - create a new section or add back a core section you've previously deleted
Add a step using 'Add step' - create a custom step, choosing its name and section and whether it needs a supporting document before it can be completed, or add back a core step you've previously removed
Rename or delete a section using the menu on the section (only sections you've created can be renamed)
Remove a step or turn off tasks and follow ups for it using the menu on the step
Each step is labelled Default (provided by Street) or Custom (added by your agency). Steps labelled Conditional only show on sales they apply to, for example mortgage steps only show when the buyer has a mortgage.
Note - Changes to a template apply to every sale across your agency that uses it. Default steps can be reordered within their section but can't be moved to a different section.
For more information on working through the steps on a sale, see our Sales Progression Steps help article.
Street is constantly being updated. This can mean that some of these articles become slightly out of date. If you spot something that looks a little bit different to your Street account, please let us know on the live chat so we can get it updated!