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Sales users

Updated over 4 months ago

As a Sales user, you have the ability to view any and all developments and plots within, as well as edit select details of each plot. This allows you access to:

Developments:

  • Add and editing documents to developments.

  • View technical drawings.

  • Viewing the site diary (view change history of the development).

  • Add and view all Requests For Information (RFIs).

  • Adding and viewing notes to each development.

  • Adding notices to each development.

Plots:

  • View and edit plot details.

  • View and edit plot fees.

  • Adding, viewing and removing customers from plots.

  • Viewing customer history.

  • Viewing and editing payment methods.

  • Viewing the waiting list.

  • Viewing and editing documents.

  • Viewing images.

  • View, edit and complete inspection stages.

  • View Part Ls.

  • Viewing and editing reservation information.

  • Viewing and editing Council of Mortgage Lenders (CML) details.

  • Adding, viewing and editing to chains (where the purchase of a plot relies on the purchase of another).

  • Viewing and editing the checklist.

  • Viewing and editing the specifications.

  • Viewing and logging complaints.

  • Viewing and editing the activity log.

  • Viewing drawings.

  • Viewing and editing the timeline.

  • Adding and sending meter readings.

Other:

  • Access to our Aftercare service.

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