Resale — Resale Units Table & History

Overview
The Resale section has two additional views beyond the card view — the Resale Units Table and the Resale Units History. Both give you different ways to review and audit resale unit data.
Resale Units Table
The Resale Units Table displays the exact same data as the Resale Units card view, but in a spreadsheet-style table format — useful for reviewing many units at once or exporting data.
Columns
Column
Description
ID
Internal unit ID.
Name
Unit name/title.
Creator
The user who created the listing.
Owner
The owner of the unit.
Contract
Contract reference, if any.
Unit Number
Unit or apartment number.
Owner Type
Type of owner (e.g., Person).
Details
Unit description.
Sources
Lead source attached to this listing.
Location
Unit location.
Creation Date/Time
When the listing was created.
Payment Details
Payment method and terms.
Status
Current status (e.g., Available).
Position
Unit position.
Price
Asking price.
BUA
Built-up area.
Land Area
Land area (if applicable).
Last Unit Note
Most recent note on the unit.
Campaign ID / Lead ID
Marketing info.
Developer Name
Associated developer.
Primary Project Name / Phase Name
Primary project and phase.
Rent Price / Paid / Resale Payment Type
Financial details.
Garage Fees / Original Price / Client Over / Club Fees
Additional financial fields.
Available actions: Export, Export PDF, Delete, Add New +, Select Sorting Method, Search.
The same filters from the Resale Units card view apply here.
Resale Units History
The Resale Units History tab provides a full audit log of all actions taken on all resale units.
What You See
Column
Description
Client
The client associated with the action.
User
The CRM user who performed the action.
Unit
The resale unit the action was performed on.
Action
The type of action (e.g., Show, Created, Reference number changed, Field updated).
Action Date
The date the action took effect.
Note
Any note recorded with the action.
Creation Date/Time
When the action was logged.
Available action: Search.
Available Filters
Filter
Description
Date
Filter by date range (From / To).
Project
Filter by project.
Unit
Filter by unit name.
Owner
Filter by owner.
State
Filter by pipeline state.
Client
Filter by client name.
💡 Use Resale Units History to investigate the full lifecycle of a specific unit — from the moment it was created to every edit, show, and deal stage it went through.