1. Appraisals overview
Appraisals are managed through Sales properties > View appraisals. For a property to appear on this page, it must have one of the following statuses:
Enquiry - Suspect
Enquiry - Prospect
Enquiry - Lead
Enquiry - Won
The appraisal process is divided into four stages: Initial, Appraisal, Valuation and Follow-up. The first three stages work based on a traffic light system. This allows users to see at a glance what stage an enquiry is at.
If a stage is set to Not started, it will be GREY
If a stage is set to In progress, it will be AMBER
If a stage is set to Complete, it will be GREEN
If a stage is set to On hold or Potential problems identified, it will be RED
If a stage is set to Not applicable, it will show as N/A
2. Updating an appraisal stage
Go to Sales properties > View appraisals
In the relevant stage column, select the square icon (highlighted above)
A pop-up will appear, allowing users to add notes to each appraisal stage
Populate the fields as required
Update the Status of the stage
Select Update
3. Setting and tracking chase dates
Set a chase date
Go to Sales properties > View appraisals
Locate the required appraisal
In the Next chase date column, select the calendar icon
Enter the Date and Time for the next chase
To add this appointment to your or your colleague's calendar:
Select the Add event to calendar checkbox
Expand the Calendar owner dropdown and select the relevant calendar name
Select Submit
Track chase dates
Select the Next chase date column header to sort appraisals chronologically.
Appraisals without a chase date are displayed first, followed by those with scheduled dates.
4. Schedule a follow-up
Go to Sales properties > View appraisals
In the Chase Date column, select the Calendar icon
Enter the required date and time
If the appointment is to be added to your or a colleague's calendar, select Add event to calendar and select the appropriate calendar name
Select Submit
5. After the follow-up
Go to Sales properties > View appraisals
In the Add follow-up column, select the plus icon
Enter the follow-up details, such as:
Correspondence type
Date
Time
Notes from the interaction
Select Submit
Follow-up information can be viewed by clicking the arrow on the left-hand side to expand the accordion menu.
The last contact date in the far-right column will update to reflect the latest note and is also displayed on the View available properties page.
