Sales interests can be recorded and managed in both MobileLeads and Silverlight interfaces.

They are a way of recording a clients interest in one of your spec sale packages.

After they have been recorded they are added to the shortlist for that lead.

They can also be removed from the shortlist or progressed to the next stage if the client wants to commit to buy the package. 


Using MobileLeads to record a sales interest;

  • Go to a lead
  • Go to the Spec Sales tab
  • Using the list of spec sales click on the row in the table (which will open a popup box with more details about the contract)
  • In this popup you will be able to add the contract to the Short List by clicking on 'Add to Shortlist'
  • This will record the sales interest in that contract for the lead you are on
  • After you have done this the spec sale will be added to the 'Short List' on the right
  • From there you can commit to buy, you can also do this directly in the popup without shortlisting the spec sale if you wish 

Using MobileLeads to remove a sales interest;

  • Go to a lead
  • Go to the Spec Sales tab
  • In the 'Short List' on the right click on the spec sale that you want to remove
  • In the popup that appears click on 'Remove from Shortlist'


Using Silverlight to record sales interests;

  • Go to a lead 
  • Using the navigation tree on the left expand the Lead folder
  • Click on Spec Sales
  • In the table 'Spec Sale List' click on the stars in the far left column of the table to record interest in each of the contracts for that lead
  • After you have clicked on the star the contract will be added to the 'Short List' on the right
  • From there you can commit to buy (see 'How to - Using Sales Commitments')


Using Silverlight to remove a sales interest;

This can be done one of 2 ways;

1. In the spec sales list;

  • Go to a lead
  • Using the navigation tree on the left expand the Lead folder
  • Click on Spec Sales
  • In the 'Short List' on the right, click on the delete button next to the sales interest that you would like to remove

2. In the land details page;

  • Go to the land details page
  • Check the tick box next to the sales interest you want to remove
  • Click the delete button to the top right of the sales interest section