Managing Appraisals

Managing Appraisals

This help article will show you how to manage appraisals in Arosoftware.

Accessing Appraisals

  • From the Main Appraisal Page:
    • Navigate to the main appraisal page
  • From a Contact or Property:
    • Go to the Appraisal tab on a contact or property

Viewing Appraisals

  • Appraisal Table:
    • Click on the View icon or the Property Address to open the appraisal
  • Appraisal Pipeline:
    • Each appraisal has a summary tile that can be dragged and dropped into the desired stage

Appraisal Actions Menu

Click on the ellipsis action icon to access various actions, including:

  1. Add Note

  2. Send Email

  3. Add Task

  4. Log Call

  5. Start Workflow

  6. Mark as Won or Lost

  7. ​Archive