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Resale Checklist Overview
Posted
Updated
ByNathaniel McRoberts
How to view Checklist
This only applies to Lead’s with a type of Available Home or Spec Home. For the checklist for New homes please click here.
Before you can view the resale checklist you must first select a valid City/Park Name/Space # and save the lead. Once you do then the Resale Checklist link will appear above the lead details.
When you click on that link, you will be taken to the Resale Checklist.
Resale Checklist Screen
A list of all of the steps that need to be completed are on the left side and ordered in the order that they need to be completed. The checkbox will be automatically be checked once you complete the necessary actions on some tasks and on other tasks you will need to check the checkbox manually once you complete them.
All the tasks are grouped into 8 categories. Click on the links below to go to their respective article:
Table of Contents