Using Focus3

Sales

Overview

• A Sale is an Action that records the purchase of a Unit or Listing by a Contact.
• Only Users with the "Add/Manage Sales" Permission are able to add Sale Actions.
• Sale Actions will not automatically schedule any follow-up Action when completed.

Related Tasks

• Adding Sales
  1. Navigate to the desired Contact's Contact Summary page.
  2. Select "Sale" from the "Add New Action" drop-down menu in the Sales Path section.
  3. Complete the fields as desired. See the Field Descriptions below for detailed field descriptions.
  4. Click the "Save" button to display the Contact Summary page. The Sale Action you added will display in the Sales Path section.

Field Descriptions

• Sale
  • Sale ID
    • System-generated value.
    • Unique Sale identifier. (ex. 1234)
  • Date Sold
    • Required date value.
    • Date Sale was made. Defaults to the current date. (ex. 1/23/2006)
  • Estimated Closing Date
    • Optional date input.
    • Projected closing date used by contract management. (ex. 1/23/2006)
  • Contract In
    • Optional date input.
    • Date contract was received from Contact. (ex. 1/23/2006)
  • Date Closed
    • Required date input.
    • Date Sale was Closed. (ex. 1/23/2006)
  • Date Cancelled
    • Optional date input. Required date input when Closing Status is "Cancelled".
    • Date Sale is cancelled. (ex. 1/23/2006)
  • Product Type
    • Required drop-down value.
    • Listing of available Product Types. (ex. Company Land)
  • Sale Type
    • Required drop-down value.
    • Status of the contract. (ex. Reservation, Contract Pending or Contract In)
  • Closing Status
    • Required drop-down value.
    • Status of the Sale (ex. Pending, Cancelled or Closed)
  • New Lead Status
    • Optional drop-down value.
    • List of available Lead Status options. Selecting a value will update the Lead Status for the selected Contact. (ex. A)
  • Build Compulsion
    • Required drop-down menu.
    • Indicates if Sale contains a build compulsion. Defaults to "No" (ex. Yes or No)
  • Compulsion Date
    • Optional date input.
    • Date construction must begin by. (ex. 1/23/2006)
  • Sales Exec
    • Required drop-down value.
    • Name of Sales Exec responsible for the Sale. Defaults to the Sales Exec assigned to the Contact. (ex. Jane Smith)
  • Certificate
    • Required drop-down menu.
    • Indicates the Sale was the result of a Contact's Reservation. Defaults to "No" (ex. Yes or No)
  • Membership
    • Optional drop-down menu.
    • Select Membership included in Sale, if any. (ex. Golf Club)
  • Second Sales Exec
    • Optional drop-down value.
    • Name of secondary Sales Exec responsible for the Sale. Used to record split Sales. (ex. John Jones)
  • Notes
    • Optional text area input.
    • Miscellaneous notes about the Sale. (ex. ABC Bank providing financing.)
  • List Price
    • Currency value displayed from Unit record in Inventory.
    • Company Volume from Unit record in Inventory. (ex. $200,000.00)
  • Incentives
    • Currency value displayed from Unit record in Inventory.
    • Any discounts offered to be deducted from the List Price. (ex. $20,000.00)
  • Net Price
    • Currency value displayed from Unit record in Inventory.
    • Net of List Price less Incentives. Not a calculated field. (ex. $180,000.00)
  • Trade-in Price
    • Optional currency value.
    • Total value of property Contact is trading-in on this Sale. (ex. $40,000.00)
  • Actual Price
    • Optional currency value.
    • Actual price of Sale. (ex. $180,000.00)
  • Trade-in Unit
    • Optional text input.
    • Record an identifier of Unit that was traded on this Sale. (ex. 1012-A)
  • Unit
    • Required drop-down value.
    • Displays all Inventory currently available for sale. Units that are under contract will not be available for sale. (ex. Phase 1 - 1012)
  • Financing
    • Optional text input.
    • Used to record miscellaneous financing information. (ex. John Smith at ABC Mortgage)
  • Utilities
    • Currency value displayed from Unit record in Inventory.
    • Displays the cost for any CCD requirements. (ex. $5000.00)

Related Items

• Inventory
• Product Types
• Memberships