1. Adding a new sales enquiry
Go to Sales properties > View appraisals
Click + Enquiry
In the New sales enquiry pop-up, users can add details of the lead owner and any joint owners
If the individual exists on the system as an owner/landlord, select their name from the Add from existing owners dropdown. If not, manually fill out their details in the fields provided
To add additional joint owners, click on the + button
Once the details for each owner have been entered, click Submit enquiry and add property
A blank property record will open. Users should work through the record, entering the relevant information
Click Update property
2. Setting the initial meeting
Go to Sales properties > View appraisals
In the Initial meeting column, click on the calendar icon
Select the required date and time
If the appointment is to be added to your or a colleague's calendar, tick Add event to calendar and select the appropriate calendar name
Click Submit
Note: The information in the property record is used to work accurately with other aspects of the system; therefore, we recommend that users populate the record with as much information as possible.
If the owner has more than one property they want to appraise, repeat the above process for each property. When adding subsequent appraisals for the owner, users can select the owner's name from the Add from existing owners dropdown menu when adding the enquiry.
3. Scheduling a follow-up
Go to Sales properties > View appraisals
In the Chase Date column, click on the Calendar icon
Select the required date and time
If the appointment is to be added to your or a colleague's calendar, tick Add event to calendar and select the appropriate calendar name
Click Submit
4. After the follow-up
Go to Sales properties > View appraisals
In the Add follow-up column, click on the plus icon
Add the information regarding the contact with the seller, such as correspondence type, date, time and notes from the conversation
Click Submit
This information can be viewed by clicking the arrow on the far left of the appraisal record to expand the accordion menu. The last contact date in the far right column will update to reflect this latest note and is also displayed within the View available properties page.
Video tutorial
