Current Template Example

Skill title

Click through the 6 steps in this short process to learn how to add a new sales property to your Alto system.

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Overview

Add a sales property

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Step 1

Add a sales property

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Click the Add a property icon

From the Properties tab

Step 2

Add a sales property

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Add the details of the vendor

If the vendor is a new client, click Create a new contact to set them up in the system - search for 'Add a contact' as your next skill to learn more. If they already exist as a contact in your Alto system then you can search for them by name.

Step 3

Add a sales property

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If this is the property the vendor is currently living in you can select use vendor/landlord address Alternatively, select add a new address and click the look up property button to search using the postcode.

Add the property to be sold

Step 4

Add a sales property

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From the drop down lists, select the market type For Sale and the category Residential. You will also need to select the branch and negotiator the property will be allocated to from the relevant drop down lists.

Qualify your Enquiry Type

Alto tip

Step 5

Add a sales property

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Property details

Alto will automatically display available property data based on historic listings for the property. Check the details and use the Edit section option to make changes if you need to. You can also add any helpful notes to the property listing using the notes section at the bottom of the screen.

Alto tip

Step 6

Add a sales property

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Save the property record

When you are done, click on the Save property button to confirm. This will complete the creation of the property record.

Alto tip

Knowledge check

Add a sales property

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You're done!

You've completed the Add a sales property skill. Head back to your learn page to choose your next skill.

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