Entering Past Sales (for reporting purposes)

 

 

If you would like to update past sales imported into agentbox for clean data history and reporting purposes please follow these steps.

 

1. Search for your Property and open the property card

 

2. Click on the Agents & Contacts Tab and assign the appraisal agent/s, listing agent/s and selling agent/s (if different to the lister) and the Vendor & Vendor Solicitor if applicable

 

3. Open the Offers/Contracts Tab


 

4. Enter the correct Offer Details - Offer Date, Offer Price, Select the Buyer & Buyer Solicitor (ensure you always select add)

 

5. Click to accept the offer with the correct date and price on the Offer Accepted button  in the bottom left corner

 

 

6. Mark property as Unconditional and enter the correct Contract date, Unconditional Date and Contract Price, however, leave the expected settlement date as a future date (You are able to back-date the Actual Settlement Date when progressing the status to Settled)

 

 

7. Mark the property as Settled and you will now be able to backdate to the Correct Settled date

*Note: Everything above the red line if for internal reporting, anything below the red line is for the portals.

 

 

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