Valuation Follow Ups

This guide will take you through the process of recording valuation follow ups on the system. See the link for a guide on how to manage the follow ups.

Click on the “Properties” tab.

Then select “Valuations”.

Scroll down the page to “Follow ups” and select either “Sales” or “Lettings”.

This will display the valuations which require feedback to be entered into the system. Click on “Details”.

The following screen will appear. The vendor’s details will appear on the left-hand side. In the centre, it will have the appointments booked for the vendor – viewings to follow up, valuations to follow up and upcoming appointments. Select the appointment you require and the details of the appointment will appear on the right-hand side.

There is a free text box where you can enter the feedback for the valuation from the applicant and also choose if the feedback is positive or negative. Once the details are completed, click “Record feedback”.

Alternatively, if the valuation was cancelled, there is the option to cancel the viewing out of the system by clicking “Valuation was cancelled”.

If you are unable to contact the applicant and wish to make notes of attempted communication, click “Click here to record the attempt to contact” in the bottom left-hand corner.

The following screen will appear. Complete the required details and add any additional information, then click “Record contact”.

This will then add the note on the system with a time and date stamp. The feedback will remain in the “Valuation follow-ups” section until the feedback is recorded.

When the required details have been recorded, click “OK” and this will take you back to the valuation follow-ups.

 

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