Summary
Learn how to create and manage rental appraisals, track appointments, and maintain activity history across contacts and properties.
This article covers:
About rental appraisals
Rental appraisals and appraisal appointments allow BDMs to nurture contacts and leads while recording and following up on appraisal activity. This ensures all interactions are tracked and accessible for future reference.
All appraisal information appears in context within both the Contact and Property timelines, providing a complete history of engagement and activity.
Create a rental appraisal
- Go to: Properties and opesn or create a property record
- Click + Add under Transactions
- Select Add Rental Appraisal
- Enter the appraisal details (you can save and update additional details later if required)
- Select at least one Contact and one Consultant
- Click Save or Save & Create Appointment to add it to your calendar
Note: You must select at least one Contact and one Consultant before saving the appraisal.
Find rental appraisals
Filtering for rental appraisals works in the same way as sales appraisals, allowing you to track different stages and manage pipelines effectively.
- Go to: Rentals > Appraisals
- Use the filters on the left to view Current, Listed, or Cancelled appraisals
- Click Add filter item to create custom filters
- Use the filter panel to save, favourite, and share filters with your Office Group