To close a home buy case

The procedure to close a home buy case is as follows:

1. Using the Advanced search spy-glass (), select Home Buy Case as the Search for and Search by category, and enter the Case ID as the search criteria 1.
2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Home Buy Case Details window is displayed.
3. Click on Details. The Details tab is activated.
4. Click on Case Actions. The Home Buy Case Actions window is displayed.
5. Using the Select action drop-down field, select the specific status progression value of Close Case 2.
6. Click on Next. The Close Home Buy Case window is displayed.
7. Using the Closure reason drop-down field, select a parameter value to qualify the circumstances surrounding the closure of the home buy case.
8. Use the Notes field to add contextual data in support of the home buy case being closed.
9. Click on Save. The current status of the home buy case is set to Closed 3.

Note

1 Additional search criteria may need to be employed (e.g. start and end date ranges, type, stage, company, status) to ensure that the correct home buy case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 This option is active only for home buy cases that are currently in progress and all mandatory tasks, if any, have already been completed.

3 Any home buy case closed in error may simply be reopened.

See related topics...

Home buy case progression management overview

To reopen a closed home buy case

Using the search facility