As a Basic Sales user, you have the ability to view developments and plots assigned to you by an administrator, 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.
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.
However, you can not:
See all developments and plots (by default)
Amend plot prices.