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Market Appraisal Appointment - How do I edit my MA discovery questions?

When booking a market appraisal appointment, you will see on the right hand side of the screen that you have 'Discovery Questions'. These ...

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Written by Brad Roby

When booking a market appraisal appointment, you will see on the right hand side of the screen that you have 'Discovery Questions'. These are questions that you can ask the potential vendor when booking the appointment so that the valuer can see the answers and tailor the appointment to the client.

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In Lifesycle, you are given a default set of questions when opening your account, but it is possible to change these.

To edit these questions, go to marketing and autopilot, then forms:

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When in forms, search for 'MA discovery questions' then click the box with the pencil to edit:

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Once you are in the form, click the questions tab. From here you can click 'Click here to create your next question' to add a new question, and remove questions by clicking the trash can next to the question that is already in the form.

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