When you are ready to sell the property go to the Inventory Tab and choose the property that is going to be sold. Look over the information within that Unit Detail and make sure that all of the information is correct, mainly “List Price” ~ “Incentive” ~ “Net Volume” (All you will be doing at this point is confirming the info, you will not be selling the Unit from here, keep the Unit Status “Uncommitted”)
Once you’ve confirmed and Saved the correct information, go to the Contact that is purchasing the property
- In the “Add New Action” drop down list under the “Contact Summary” choose “Sale”
- Enter all of the specific information for the Sale and Save
Once you have followed these steps, the Unit will be automatically be updated under the Inventory Tab.
***If you happen to make a mistake once the Sale has been saved all you need to do is cancel the sale, by adding a “Date Cancelled” and changing the “Closing Status” to “Cancelled”. Once the Sale is cancelled you can then go back into it and at the bottom you will see the red “Delete” button. You want to make sure to “Delete” the Sale so it won’t be counted as a cancellation. This will also populate the Sale back into your Inventory. Make what corrections needed to be made and sell the Unit again***