Summary
Learn how to use the appraisal board view to organise, track, and update appraisals using a visual drag-and-drop interface.
This article covers:
About the appraisal board view
The appraisal board view displays your filtered appraisal results in a visual, column-based layout similar to a Trello-style board.
It is designed to help agents and rental BDMs quickly track appraisal progress and update key details without opening each record.
Appraisals are grouped into columns, making it easier to monitor stages in your pipeline and adjust expectations as circumstances change.
When used alongside the pipeline chart, it provides a clearer view of expected performance and supports better forecasting.
Use the board view
You can access the board view directly from the appraisal search screen.
To open the board view:
- Go to: Sales or Rentals > Appraisals
- Click the Board view option
Update appraisals using drag and drop
The board view allows you to update appraisal details by dragging items between columns.
To group and update appraisals:
- Choose how to organise columns:
- By Close month
- By Likelihood
- Drag an appraisal card to a different column
- Release the card to automatically update the record
Articles in this section
- Add an appraisal
- Archive or cancel aprraisals
- Delete an appraisal
- Edit an Appraisal
- Edit the appraisal timeline date
- Manage access to appraisals across staff
- Manage appraisal and listing sources
- Search for appraisals using filters
- Understand appraisal details
- Understand close likelihood for appraisals