How to Convert a Lead to an Appraisal
This article will guide you through the steps to convert a lead to an appraisal.
Steps to Convert a Lead to an Appraisal:
- Find the lead you wish to convert
- Click on the ellipsis (three dots) icon to open the Actions menu
- Select Convert to appraisal
- This action will open the Edit Appraisal sidebar
- If no property was linked to the original lead, you will need to choose or add a property
- Complete any required details
- Fill in the required options
- Once you have completed the necessary details, click Save