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Market Appraisal: Appointment Page

Congratulations - you've filled out the Market Appraisal form and clicked to Create! The next page gives you a summary of what you have do...

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Written by Brad Roby

Congratulations - you've filled out the Market Appraisal form and clicked to Create!

The next page gives you a summary of what you have done:

1. Date, Branch, Valuer, Start time and End Time (which have been calculated based on the Duration) and the Property Address are listed right at the top

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2. Contacts: Here you can see the contacts involved, whether they are a Vendor, Buyer, Landlord or Tenant and their primary contact information

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You are able to view and edit their Contact Profile by clicking on the contact details, taking you to the contact detail page.

3. Property and Questions: View the property details and Questions here.

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To make any changes, click on the three dots on the far right of the appointment bar.

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4. Send Quick SMS & E-Mail vs. Send SMS & Email:

Send Quick SMS & Email - this will send the default text of the Appointment Reminder email and SMS

Send SMS & E-mail - this will allow you to edit the default text of the Appointment Reminder email and SMS

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