Pending Milestones are used to track the progression of a chain. They provide a visual to see each milestone and their order in the chain progression.
You can add a Pending Milestone to a chain from two area's in Rex: the chain on the Listing Record or via Sales Progression in the Listing Module.
To add a Pending Milestone via the Sales Progression section:
1. Click on the Listing Module on the left hand side of Rex
2. Click on All Chains under the Sales Progression section
3. Hover over the chain you wish to add a Pending Milestone to > click on the dropdown arrow that appears
4. Click View / Edit
5. The chain will pop up on the screen, from here you will see that on each link in the chain there is a section 'Pending Milestone'
6. By scrolling down you will see "Add another milestone", click on this
7. Next, enter the details such as the Milestone Name, Due date, Description & whether the milestone has been completed or not (tick the box if it is)
8. When you are ready click Save Changes
To add the Pending Milestone via a Listing Record:
1. Navigate to the Listing Record > Legal Tab
2. Under the Offers section > hover over the offer & a dropdown arrow will appear
3. Click on 'View Chain'
4. The chain will pop up on the screen, from here you will see that on each link in the chain there is a section 'Pending Milestone'
5. By scrolling down you will see "Add another milestone", click on this
6. Next, enter the details such as the Milestone Name, Due date, Description & whether the milestone has been completed or not (tick the box if it is)
7. When you are ready click Save Changes