Sales commitments can be actioned and managed in both MobileLeads and Silverlight interfaces.

They are a way of commiting a Lead to purchase a package or land and in some cases they can be uncommited.

Sometimes the spec sale will already be in the shortlist for the Lead and other times it won't.

This doesn't make a difference in MobileLeads however in Silverlight the spec sale needs to be recorded as an interest first.



Using Silverlight to commit to buy;

  • 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
  • Now you can click on the contract in the short list to highlight it and click on the button 'Commit to buy' in the bottom right hand corner


Using Silverlight to uncommit;

  • Go to a lead 
  • Using the navigation tree on the left expand the Lead folder
  • Click on Spec Sales
  • Click on the 'Commitments List' on the right hand side
  • Select the commitment you wish to uncommit
  • Click on the 'Remove Commitment' button on the bottom right hand corner