Manage a sale workspace

Use the sale workspace to record the appointed agent's inspection, campaign activity, prospective buyers and sale deal through to completion.

Start the appointed work

Open the sale from Sales as an owner or Work as the appointed agent.
Select Workspace.
Complete or review the agent inspection and project details.
Record campaign information and marketing activities as they occur.

Record buyer interest

Add prospective buyers and keep their enquiry, viewing and interest information current. This gives the owner a clearer record of campaign activity and supplies information used in marketing reports.

Record the sale deal

When the sale progresses, create or update the sale deal from the workspace. Record the relevant contract and expected completion dates as they become known. The deal status is derived from its lifecycle dates rather than being chosen independently.

Finish the workspace

The sale project can be finished after the sale contract has completed and its completion date is recorded. Finishing closes the active sale job and makes the workspace inactive, including messaging. The owner can then complete the agent review workflow.

If the workspace cannot be finished

Check the current sale deal. The contract must have completed; an expected completion date or an earlier deal milestone is not sufficient.

Last reviewed July 24, 2026

Vendorable