Sale Models

Configure how sales flow through your system, including states, transitions, and commission rules.

Accessing Sale Models

1. Ensure you're in your team account
2. Click Sale States in the sidebar
3. The URL is https://sellfaster.eu/home/[team]/sale-models

What are Sale Models?

Sale models define the workflow for tracking sales from creation to completion. Each model includes:

• States - The stages a sale can be in (e.g., Sold, Return Period Over, Cancelled)
• Transitions - Allowed movements between states
• Commission Rules - When commission is earned or reclaimed
• Address Actions - How sales affect address status

Viewing Sale Models

Model List

The table displays:

Filtering Models

By default, archived models are hidden. Toggle Show archived to view them.

Creating a Sale Model

New Model

1. Click Create Model
2. Enter model details:
   • Name (required) - Unique name for the model
   • Description (optional) - Purpose of this model
3. Configure states (see below)
4. Define transitions between states
5. Save

Note: Creating models requires the you to have the role manager or owner.

Default States

New models come with three pre-configured states:

You can modify, add, or remove these states as needed.

State Configuration

State Properties

Each state within a model has:

GDPR Properties

Two optional GDPR controls can be configured on each sale state.

Allow Editing Contact lets agents modify a lead's contact details while recording or updating a sale in this state. This is disabled by default; only enable it for states where your team has a legal basis for editing personal data.

Max Retention (days) defines how long personal data linked to sales in this state is retained. After the configured period, the system disconnects the linked address and clears comments and notes on those sales. For a complete description of all data-protection settings, see GDPR Settings & Data Protection.

Commission Properties

Address Properties

Managing States

Add a State:

1. In the edit dialog, go to the States tab
2. Click Add State
3. Configure the state properties
4. Save

Edit a State:

1. Click on the state in the list
2. Modify properties
3. Save

Remove a State:

• Click the remove button on the state row
• Cannot remove if sales reference this state

Note: Each model must have at least one state and exactly one initial state.

Transitions

What are Transitions?

Transitions define which state changes are allowed. For example:

• Proposal → Confirmed (allowed)
• Proposal → Cancelled (allowed)
• Cancelled → Proposal (not allowed)

Configuring Transitions

1. In the edit dialog, go to the Transitions tab
2. For each transition, specify:
   • From State - Starting state
   • To State - Destination state
   • Is Default - Makes this the default transition option
   • Auto-Transition Days (optional) - Automatically transition after N days

Auto-Transitions

Set a number of days after which a sale automatically moves to the next state. Useful for:

• Auto-confirming proposals after a waiting period
• Auto-cancelling stale proposals

Editing Models

Edit Model Info

1. Click the actions menu on a model
2. Select Edit
3. Go to the Info tab
4. Update name, description, or set as default
5. Save

Edit States and Transitions

1. Open the Edit dialog
2. Use the tabs to switch between:
   • Info - Model name and description
   • States - Manage state properties
   • Transitions - Manage allowed transitions

Visualizing Models

Flow Diagram

View an interactive diagram of your model:

1. Click the actions menu on a model
2. Select Visualize Flow
3. See the state flow diagram

The diagram shows:

• State nodes with colors
• State properties (Initial, Terminal, Commission flags)
• Arrows showing transitions
• Auto-transition days labeled on edges

Campaign Assignments

Assign to Campaigns

1. Click the actions menu on a model
2. Select Assign to Campaigns
3. Toggle campaigns on/off
4. Changes save automatically

Note: Each campaign can only have one sale model assigned. Assigning a new model replaces the existing assignment.

Note: Archived models cannot be assigned to campaigns.

Setting Default Model

One model can be marked as the default:

1. Edit the model
2. Enable the Default checkbox
3. Save

The default model is automatically suggested when creating sales. Only one model per team can be default.

Archiving Models

Archive a Model

1. Click the actions menu on a model
2. Select Archive
3. Confirm

When archived:

• Model is unassigned from all campaigns
• Cannot be used for new sales
• Existing sales using the model's states are preserved
• Can be restored later

Note: Models with active sales referencing their states can be archived.

Restore a Model

1. Enable Show archived
2. Click the actions menu on the archived model
3. Select Unarchive

After restoring, reassign the model to campaigns as needed.

Audit History

Team owners can view change history:

1. Click the actions menu on a model
2. Select View Audit History
3. See changes to the model, its states, and transitions

Permissions

Best Practices

Model Design

1. Start simple - Begin with basic states (Proposal, Confirmed, Cancelled)
2. Clear names - Use descriptive state names
3. Document rules - Add descriptions explaining when to use each state
4. Test first - Verify transitions before assigning to active campaigns

Commission Configuration

1. Clear triggers - Define exactly which state triggers commission
2. Handle cancellations - Always have a state that reclaims commission for cancelled sales
3. Consistent rules - Use the same model for similar sales types

Workflow Tips

1. Initial state - Always start from a "pending" type state
2. Terminal states - Mark final states (Confirmed, Cancelled) as terminal
3. Transitions - Only allow logical progressions
4. Auto-transitions - Use sparingly and with appropriate timeframes

Troubleshooting

Commission Not Calculated

If commission isn't showing:

1. Verify the sale reached a state with "Triggers Commission" enabled
2. Check the sale is using the correct model
3. Verify commission rules are configured

Related Topics

• Commission - Viewing commission reports
• Recording Sales - Creating sales
• Interaction States - Address interaction states
• Team Sales - Sales management
• GDPR Settings & Data Protection - Configure data retention and handle subject requests