🗓️ Improved Sales Progression Notes – Flexible Note Dates

What’s new

Sales Progression notes can now include a custom “Note date”, allowing your team to record when a conversation or event actually happened — not just when it was logged.

✅ What this means for your team

• Accurate timelines
  Record notes against the true date and time of vendor or buyer communication — ideal for logging missed calls or emails after returning from leave.
• Clearer progression tracking
  Notes now appear in the correct chronological order, making it easier to understand the full history of a sale at a glance.
• Editable when needed
  You can update the Note date when creating or editing a Sales Progression note, giving full flexibility without affecting audit data.
• Built-in safeguards
  Future dates aren’t allowed, ensuring your records stay reliable and compliant.

💼 Why this matters for estate agents

• Stronger compliance & audit trails
  Maintain a clear and accurate history of communications — essential for disputes, audits, and professional standards.
• Better team collaboration
  Everyone sees the same chronological story, reducing confusion when multiple progressors are involved.
• Time-saving admin
  No need for workarounds or explanatory notes — simply set the correct date and move on.
• Improved client service
  Stay fully informed when speaking to buyers, sellers, and solicitors with a clear view of what happened and when.