How would you need to add another element to an existing chain varies depending on whether it is a sale you are overseeing or not, and where it needs to go in the chain.

Full details and examples of all of the different options can be found in the Setting up Visual Sales & Chain Progression chapter.

To add a new chain in Expert Agent, you go in to the property the chain relates to (if it relates to more than one of your properties it makes sense to go to the first one that appears in the chain) and you click 'Chain Details' in the Tooltip:

More details on how chains work can be found in the Setting up Visual Sales & Chain Progression chapter.

If you would like to use the Note of Interest function, simply log a support ticket with our team asking them to turn on 'Scottish Offers'/the Note of Interest function and they will be able to enable it for you. This is done on a per branch basis, rather than individual user.