# Resale — Resale Units

## Overview

The **Resale Units** section is where all resale properties submitted by owners are listed and managed. Units start in **Pending** status and must be **Accepted** before they can be shown to clients and sold.

> 💡 **Owner Privacy:** The owner's details (name, contact info) are not visible on the resale unit card — the unit is shown without revealing the owner's identity. Interested ask the salesman directly, who then connects them with the owner privately. This keeps the salesman central to the deal and protects the owner's information.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/fXDimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/fXDimage.png)

---

## Selling a Resale Unit — The Pipeline

Once a unit is **Accepted**, click **VIEW** button on the unit card to select client. The process is the same as Primary Units:

```
Show → Hold → Contract

```

### Show Stage

The unit is shown to the client.

<table id="bkmrk-button-description-c"><thead><tr><th>Button</th><th>Description</th></tr></thead><tbody><tr><td>**Confirm &amp; Move to Hold**</td><td>Client confirms interest — moves to Hold.</td></tr><tr><td>**Discard Show**</td><td>Cancel the show — unit returns to available.</td></tr></tbody></table>

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/gktimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/gktimage.png)

### Hold Stage

Fill in the hold details:

<table id="bkmrk-field-required-descr"><thead><tr><th>Field</th><th>Required</th><th>Description</th></tr></thead><tbody><tr><td>**Date**</td><td>Optional</td><td>Contract date — leave empty to use today's date.</td></tr><tr><td>**Note**</td><td>Optional</td><td>Any note on this hold.</td></tr><tr><td>**Price**</td><td>Optional</td><td>The agreed price.</td></tr><tr><td>**Sales Man**</td><td>Optional</td><td>The salesman responsible.</td></tr><tr><td>**Broker**</td><td>Optional</td><td>The broker associated with this deal.</td></tr></tbody></table>

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/sInimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/sInimage.png)

<table id="bkmrk-button-description-c-1"><thead><tr><th>Button</th><th>Description</th></tr></thead><tbody><tr><td>**Confirm &amp; Move to Contract**</td><td>Moves to the Contract stage.</td></tr><tr><td>**Discard Hold**</td><td>Cancels the hold.</td></tr></tbody></table>

### Contract Stage

The unit is under contract.

<table id="bkmrk-button-description-d"><thead><tr><th>Button</th><th>Description</th></tr></thead><tbody><tr><td>**Discard Contract**</td><td>Steps back to Hold.</td></tr></tbody></table>

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/2Ljimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/2Ljimage.png)

---

## The Resale Units List

Units are displayed as cards. Each card shows:

- Unit name, Unit Number, BUA (Built-Up Area), Price, Land Area (if applicable), and Need For (Sale or Rent).
- **Reference No** — the reference number assigned to the unit.
- A status badge: **Pending** or **Accepted**.

### Card Action Buttons

<table id="bkmrk-button-availability-"><thead><tr><th>Button</th><th>Availability</th><th>Description</th></tr></thead><tbody><tr><td>**VIEW**</td><td>All units</td><td>View the unit details and start the selling process.</td></tr><tr><td>**ACCEPT**</td><td>Pending units</td><td>Accept the unit — moves status to Accepted.</td></tr><tr><td>**REJECT**</td><td>Accepted units</td><td>Reject/revert the unit back to Pending status.</td></tr><tr><td>**COMPARE**</td><td>All units</td><td>Compare this unit side-by-side with another unit.</td></tr></tbody></table>

Additional actions per card (bottom row): **Edit**, **Delete**, **View to Client** (eye icon), and a checkbox for bulk selection.

Available top-bar actions: **Export**, **Export PDF**, **Delete**, **Add New +**, **Select Sorting Method**, **Items per page selector**.

---

## Adding a Resale Unit

Click **Add New +** to open the **Add Resale Unit** form:

<table id="bkmrk-field-required-descr-1"><thead><tr><th>Field</th><th>Required</th><th>Description</th></tr></thead><tbody><tr><td>**Title**</td><td>✅</td><td>Unit name/title.</td></tr><tr><td>**Location**</td><td>✅</td><td>Unit location (from the Locations setup).</td></tr><tr><td>**Zone**</td><td>✅</td><td>Zone within the location.</td></tr><tr><td>**Unit Number**</td><td>✅</td><td>Unit or apartment number.</td></tr><tr><td>**Contract Serial Number**</td><td>Optional</td><td>Contract serial reference.</td></tr><tr><td>**Sources**</td><td>Optional</td><td>Where this listing came from.</td></tr><tr><td>**Reference Number**</td><td>Optional</td><td>External reference number.</td></tr><tr><td>**Type**</td><td>✅</td><td>Unit type (e.g., Villa, Apartment, Twin).</td></tr><tr><td>**Need To**</td><td>✅</td><td>For Sale or For Rent.</td></tr><tr><td>**Payments Description**</td><td>Optional</td><td>Payment terms description.</td></tr><tr><td>**Details**</td><td>Optional</td><td>Unit description.</td></tr><tr><td>**Location on Map**</td><td>Optional</td><td>Search and pin the location on the map.</td></tr><tr><td>**Payment Method**</td><td>Optional</td><td>Cash or installment.</td></tr><tr><td>**Price**</td><td>✅</td><td>Asking price.</td></tr><tr><td>**Currency**</td><td>Optional</td><td>Currency (default: EGP).</td></tr><tr><td>**Buyer Commission Percentage**</td><td>Optional</td><td>Commission % for the buyer's agent.</td></tr><tr><td>**Transfer Fees**</td><td>Optional</td><td>Transfer/registration fees.</td></tr><tr><td>**Position**</td><td>Optional</td><td>Unit position.</td></tr><tr><td>**View**</td><td>Optional</td><td>View type (e.g., Pool View, Garden View).</td></tr><tr><td>**Delivery State and Condition**</td><td>Optional</td><td>Finishing/delivery condition.</td></tr><tr><td>**Delivery Year**</td><td>Optional</td><td>Expected delivery year.</td></tr><tr><td>**Ready to Deliver**</td><td>Optional</td><td>Toggle if ready for immediate delivery.</td></tr><tr><td>**Owner**</td><td>✅</td><td>The owner of this unit (from the Owners list).</td></tr><tr><td>**Salesmen**</td><td>Optional</td><td>Assign specific salesmen — leave empty to make visible to all salesmen.</td></tr><tr><td>**Campaign**</td><td>Optional</td><td>Marketing campaign linked to this listing.</td></tr><tr><td>**Lead ID**</td><td>Optional</td><td>Marketing Lead ID.</td></tr><tr><td>**Developer**</td><td>Optional</td><td>The developer associated with this unit (if primary).</td></tr><tr><td>**Primary Project**</td><td>Optional</td><td>The primary project this unit belongs to.</td></tr><tr><td>**Primary Phase**</td><td>Optional</td><td>The phase within the primary project.</td></tr><tr><td>**Rent Price**</td><td>Optional</td><td>Rental price (if for rent).</td></tr><tr><td>**Paid**</td><td>Optional</td><td>Amount already paid by the current owner.</td></tr><tr><td>**Resale Payment Type**</td><td>Optional</td><td>Type of resale payment arrangement.</td></tr><tr><td>**Garage Fees**</td><td>Optional</td><td>Garage fees.</td></tr><tr><td>**Original Price**</td><td>Optional</td><td>Original purchase price paid by the owner.</td></tr><tr><td>**Client Over**</td><td>Optional</td><td>Any amount the client overpaid.</td></tr><tr><td>**Club Fees**</td><td>Optional</td><td>Club membership fees.</td></tr><tr><td>**Delivery Payment**</td><td>Optional</td><td>Outstanding delivery payment.</td></tr><tr><td>**Files**</td><td>Optional</td><td>Attach documents.</td></tr><tr><td>**Private Files**</td><td>Optional</td><td>Private documents (restricted visibility).</td></tr><tr><td>**Videos**</td><td>Optional</td><td>Attach video links.</td></tr><tr><td>**Gallery**</td><td>Optional</td><td>Upload unit photos.</td></tr><tr><td>**Featured Unit**</td><td>Optional</td><td>Mark as a featured listing.</td></tr><tr><td>**Logo**</td><td>Optional</td><td>Unit featured image.</td></tr></tbody></table>

---

## Available Filters

<table id="bkmrk-filter-description-u"><thead><tr><th>Filter</th><th>Description</th></tr></thead><tbody><tr><td>**Unit ID**</td><td>Filter by unit ID.</td></tr><tr><td>**Space**</td><td>Filter by space range.</td></tr><tr><td>**Last Update Date**</td><td>Filter by last update date range.</td></tr><tr><td>**Price**</td><td>Filter by price range.</td></tr><tr><td>**Bedroom / Bathroom**</td><td>Filter by number of bedrooms/bathrooms.</td></tr><tr><td>**Creation Date**</td><td>Filter by creation date range.</td></tr><tr><td>**Creators**</td><td>Filter by who created the listing.</td></tr><tr><td>**Down Payment**</td><td>Filter by down payment range.</td></tr><tr><td>**Installment Period**</td><td>Filter by installment period.</td></tr><tr><td>**Remaining Amount**</td><td>Filter by remaining amount.</td></tr><tr><td>**Status**</td><td>Filter by unit status.</td></tr><tr><td>**Position / Floor Type / View**</td><td>Filter by physical characteristics.</td></tr><tr><td>**Need For**</td><td>Filter by Sale or Rent.</td></tr><tr><td>**Type**</td><td>Filter by unit type.</td></tr><tr><td>**Unit Number**</td><td>Filter by unit number.</td></tr><tr><td>**Location**</td><td>Filter by location.</td></tr><tr><td>**Owners**</td><td>Filter by owner.</td></tr><tr><td>**Agents / Responsibility**</td><td>Filter by assigned agent.</td></tr><tr><td>**State**</td><td>Filter by pipeline state.</td></tr><tr><td>**Campaign Name / Lead ID**</td><td>Filter by marketing info.</td></tr><tr><td>**Developer**</td><td>Filter by developer.</td></tr><tr><td>**Primary Project / Phase**</td><td>Filter by primary project or phase.</td></tr><tr><td>**Payment Type / Rent Price / Paid**</td><td>Filter by payment details.</td></tr><tr><td>**Garage Fees / Original Price / Client Over / Club Fees / Delivery Payment**</td><td>Filter by financial fields.</td></tr></tbody></table>