This article will guide you through the steps to add a new appraisal.

Steps to Add a New Appraisal:

1. Navigate to the Appraisal Page or Tab:

   • Go to the main Appraisal page or the Appraisal tab on a listing or contact.

2. Add Appraisal:

   • Click on the Add Appraisal button.
   • This will open the Add Appraisal sidebar.

3. Complete the Appraisal Details:

   • Fill in the following information:
     
     • Property*: Search for existing property / business or create a new property
       
     • Owner*: If the linked property has a current owner they will be prefilled or Search for an existing contact or add a new contact
       
     • Interest: Hot, Warm or Cold
       
     • Appraisal Type: Sale or Rental
     • Pipeline Status: Select the current status
       
     • Appraisal Date: Date time booked for your Appraisal meeting
       
     • Price Setting: Value or Price Range
       
     • Price (From-To): Enter Price value or Range
       
     • Owner's Asking Price: Enter Owners asking price
       
     • Note Title: Enter note title
       
     • Note Details: Enter note details
       
     • Estimated Close Date: Choose a date
       
     • Tags: Select or add tags
       
     • Colour: Select a Colour
       
     • * Required fields
       
4. Once all the details are filled in, click Save.