From a property record, open the Progression tab. Its first card, Sale progression, tells you where the sale stands in its chain:

Select Open chain view to see the chain itself. The chain opens as its own full-width page so you have room to read every link. Select Back to property at the top to return to the property record.

The chain view shows the live chain for the property's accepted offer. While it loads you'll see a placeholder in the shape of the chain. If it can't be shown, you'll see one of these instead:

Changes you make on the chain view (adding, updating, splitting or removing links) are saved straight away, and the chain reloads to show them. If someone else changed the same part of the chain while you had it open, your change isn't saved: you'll see a message saying so, and the chain reloads with their version so you can check it and try again.

A property chain is the sequence of linked sales where each purchase depends on the ones around it. The chain view presents that sequence as a single path you walk from the bottom of the chain upwards, one card per transaction. Each card shows:

A link's status and its health are two different things. The status is the milestone the transaction has reached. The health - shown as a colour - is a separate read on whether that link is progressing smoothly, so a link can sit at an early status and still be perfectly healthy, or reach a late status and be off track.

Each link is given a colour - green (on track), amber (at risk), red (off track), or grey (done) - worked out automatically from two things:

The link takes whichever of the two is more serious, so an overdue chase can push an otherwise-confident link to amber or red on its own. Links that are Exchanged or Completed always show grey, since there's nothing left to chase.

An externally-managed link with no confidence recorded yet (it shows Not yet confirmed) counts as amber: nobody has checked in on it, so it can't be treated as on track. A link managed inside your CMS has no confidence to record, so it shows green unless it is exchanged or completed.

Above the first card, a summary strip totals up the health of the chain so you don't have to count your way down it. It leads with the figure that matters - for example 3 of 8 links need attention · 1 off track, 2 at risk - and underneath it shows a bar whose coloured sections are sized by how many links sit at each health colour, with a matching count for each - 1 off track, 2 at risk, 3 on track, 2 exchanged or completed.

The strip changes with the chain:

Two things are worth knowing about the figures. They cover every link in the chain, including branches you are not currently following - so a problem up a branch you haven't opened is still counted here, which is the point of the strip. And they use exactly the same health colours explained above, so a link whose next call is badly overdue counts towards the attention figure even if its own confidence still reads On track.

The strip reports; it doesn't navigate. To find the links behind the numbers, use the colour-coded dots in the chain map on the right (see Finding your way around below).

Some links in a chain are handled by another agent rather than inside your CMS. You can tell them apart at a glance: externally-managed links carry an External badge - the full word on their card, and a compact EXT tag on the node in the popped-out chain map (see Seeing the whole chain as a map below). Hover the badge to see which agency manages the link (or Managed by another agent when the agency isn't recorded yet). Links managed inside your CMS carry no badge.

Because an externally-managed link's progress does not update automatically, you can keep it current yourself: those cards show Update status, covered just below. Links managed inside your CMS don't show the update buttons: their details and progress are maintained on that property's own record, so their cards show Go to property instead, which opens that property's Progression tab. Every card, whichever kind, also carries the Split the chain here / Manage split control covered later in this article, and every card except the subject property's also carries Remove property.

Selecting Update status opens a short form. Latest status, Confidence and Last confirmed open pre-filled with the link's current values so you only change what has moved on; the other fields start fresh for the new entry you're about to record. Three fields are required:

The rest are optional:

Changing Latest status doesn't clear anything else you've already filled in.

Select Save update to record it. The card's Last confirmed date shows the date you entered. A link last updated before this field existed shows the date that update was saved instead. Your latest note appears as a colour-coded highlight on the card - its colour reflects the link's health (see How a link's health is worked out above) - and is always visible. The full history sits behind an Update log control showing how many updates are recorded (for example, Update log (3)); select it to open the log and see every update you've saved for that link, most recent first, each with its date, status, confidence, source, and note. The log is collapsed by default on every card, every time you view the chain - it doesn't remember whether you had it open before - so every card starts at the same height each time you open the chain view.

An externally-managed link's address, names, agent and solicitor can't be changed from the chain view yet. They show as they were entered when the link was added. Where a contact is recorded, the card shows it in brackets after the name it belongs to - for example Vendor's agent: Halstead & Vane - Bath (0117 496 0100). A name with no contact recorded shows on its own, so you can tell at a glance which links you have a way of chasing.

You can add a link at either end of the chain. There's an Add a property here control at both ends of the path you're viewing, so you can extend the top of the chain or extend the bottom: the buyer at the bottom of a chain often turns out to have a property of their own to sell, and that's a link in the chain like any other. A property can't be added between two cards that are already linked.

Selecting one opens the Add a property window. It tells you where the new link will sit (for example, above or below the neighbouring address), and offers two ways to add it:

Once you add the link it appears in the chosen position. A new externally-managed link added without a status starts at Offer accepted, so you can then use Update status on its card to record where it has actually reached (see above). If the link is added but its status can't be saved, a warning tells you so, and you can set it with Update status on its card.

If someone else has added a link at that end of the chain since you opened it, the window tells you the chain has changed. Refresh the page to see its current shape before adding another.

Some chains split - for example, when a couple selling one property are buying two separate onward properties. Where that happens, the chain view shows a split with a button for each branch, each labelled by that onward property's buyer name (or its address if no buyer is recorded). Select a branch to follow it; only that branch's cards are shown at a time, so the view stays readable no matter how many times the chain forks. A chain can split more than once, and later splits appear as you move up the path.

Each branch button carries a health summary that reflects the worst health anywhere inside that branch - so if a link deep in a branch you are not currently viewing is off track, its button still flags it. When every link in a branch has exchanged, its button reads Ready for completion instead.

Some sales split partway through - for example, a couple selling one property who go on to buy two separate onward properties. You can split any property in the chain, whether it's managed inside your CMS or by another agent, and whether or not it already continues onward.

Every card that isn't already split shows a Split the chain here button in its action row. Selecting it opens the Split the chain window - the very same window used to manage an existing split - so you can build the split with as much detail as it needs, rather than being limited to a single onward link. In it you:

Choose the reason before you add the first branch: the reason is saved together with that first branch. You can change it later from Manage split. Each branch is saved as soon as you add it; select Done when you've finished. Once a property is split, its card's button changes from Split the chain here to Manage split, and where the property has two or more onward branches the chain shows the ⑃ Chain splits: [reason] indicator with a button for each branch (see Following a branch where the chain splits above).

Once a property is split, its card's button reads Manage split (and the fork's branch selector carries a Manage split button too). Selecting either opens the Manage split window - the same window used to create the split. It shows the split's reason and lists each branch by name. From there you can:

Each branch's name is read from that onward property's recorded buyer, falling back to its address, so there is no separate branch label to edit. Adding or removing a branch takes effect immediately and keeps the window open so you can keep adjusting the split. Select Done, or the ✕, to close it.

You can remove any property from the chain except the one whose chain you're viewing (the subject property, marked with a This property badge). Every other card shows a Remove property button in its action row.

Selecting it opens a confirmation window naming the property to be removed. Because the links beyond a property depend on it, removing it also removes everything further from the property you're viewing - everything above it for a property higher up the chain, everything below it for one lower down. The window tells you how many properties will be removed in total (for example, This removes 3 properties from the chain) and warns that this can't be undone. Where the property is the only one going - nothing sits beyond it - the window just gives the warning, with no count to report. Select Remove property to confirm, or Cancel to keep it.

The chain map stays on screen as you scroll. It sits on the right and shows the whole chain at once as a small tree, with your current path highlighted and the property you're viewing marked with a home icon - it stays picked out even when you follow a branch away from it. Each property is marked with a colour-coded health dot (green, amber, red, or grey); the branch names for people who are splitting the chain carry no dot. Long addresses are shortened to fit the panel, so hover a row to read it in full. Select any node to jump straight to it - the view re-routes through whichever branches are needed to reach it.

If the map and the audit trail are taking up room you'd rather give to the chain itself, select Hide chain map and audit trail at the top right of the Chain view header. Both hide together, since they share this column. The same button then reads Show chain map and audit trail to bring them back.

On a narrower screen there isn't room for the column alongside the chain, so it starts hidden and the chain uses the full width. Selecting Show chain map and audit trail there slides the map and the trail in from the right, over the page, instead of squeezing the chain - close them with the ✕ in the drawer's top corner or by selecting outside it. Selecting Pop out chain map from the drawer closes the drawer and opens the large map in its place.

Below the chain map, the audit trail shows the chain's recorded history: Status and detail updates and links added or removed, with who made each and when. It includes changes made before you opened the page and changes made by anyone else on the chain. Each entry shows what happened and the property it was recorded against on the first line, then the date and time and who made the change underneath - for example Status updated · 2 Sydney Buildings, Bath followed by Fri 9 Oct, 14:05 · Jane Smith · Offer accepted · On track. If the person's name can't be found, their email address shows instead. Times display in your own time zone. Until anything has been recorded, the panel reads No changes recorded yet.

Each entry names itself on its first line:

The reason for a split isn't in the trail. Changes made before 5 October 2026 don't record who made them, so those entries show no name.

When a property is removed from the chain, its history stays in the trail. The chain no longer holds that property's details, so its entries show its offer reference instead of its address - for example Status updated · No longer in the chain (RPT260026). An entry whose property is still in the chain but has no address on record shows Unknown property.

The trail shows up to five of the most recent entries - fewer on a shorter screen, so the chain map above it keeps its room. Wherever there are more than the panel is showing, select View all (n) to open the full history in a window, listed most recent first; the number in the button is always the size of the whole trail, not of the preview.

For a wider view of how the chain fits together, select Pop out chain map at the top of the map. The chain opens as a large map, drawn as a proper tree with every branch side by side rather than one path at a time, and headed with the size of the chain - for example 8 parties · 2 forks. Each property keeps its colour-coded health dot, externally-managed links keep their compact EXT tag, and the property you're viewing carries a compact This property chip - the same marker as the property card's badge (see What the chain view shows above), so you can still spot it at a glance once the chain is laid out as a full tree. It stays on the subject property even if you follow a branch away from it. Where the chain splits, the reason is printed above the fork and each branch is labelled with its name, so you can read every branch at once instead of switching between them.

The map opens sized to show the whole chain, centred, so you can take it in without scrolling first. From there:

Close the map with the ✕ in its top corner, or by selecting anywhere outside it.

To change which branch you are following, use the split buttons in the path itself (see Following a branch where the chain splits).