To complete a stage within a home buy case

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The procedure to complete a stage within 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 Stage Actions. The Home Buy Stage Actions window is displayed.
  5. Using the Select action drop-down field, select the specific status progression value of Complete Stage 2.
  6. Click on Next. The Complete Home Buy Stage Priority window is displayed.
  7. Using the Completion reason drop-down field, select a parameter value to qualify the circumstances surrounding the completion of the current home buy stage i.e. denoting that all component tasks within the stage have been progressed to a satisfactory outcome.
  8. Use the Notes field to add contextual data in support of the home buy stage being completed.
  9. Click on Save. The status of the home buy stage is set to Complete, as displayed in the Stages summary table 3; click on the expansion level pointer icon () to reveal the row detail.


Note

1 Additional search criteria may need to be employed (e.g. start and end date ranges, 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 It is only permitted to complete the current stage in a home buy case where no inherent tasks are flagged as mandatory, or all mandatory tasks have already either been cancelled or completed.

3 All tasks linked to the home buy stage are automatically marked as completed.


See related topics...

Home buy stage progression management overview

To cancel a stage within a home buy case

To link a new stage to a home buy case

Using the search facility