Units Action Filter

Overview

The Units Action Filter lets you monitor and filter all actions taken on units across the sales pipeline — from View to Client through to Delivery.

What You Can See

• Which units have been shown, held, reserved, contracted, or delivered.
• Who took the action and when.
• Current pipeline stage of each unit.

Key Things to Know

• Use this tab to get a quick overview of where each unit stands in the sales pipeline.
• Useful for operations and management to track the full lifecycle of each unit.
• Supports filtering by project, building, segment, salesman, date range, and pipeline stage.