How to add a Sales Valuation

Modified on Thu, 21 Mar 2024 at 09:15 AM

Step 1 - Create Valuation Go into the unit you want to add the valuation against > click the add valuation button at the top right

    

You will then be directed to fill in the following add valuation information

  • Unit - Unit the viewing will be assigned too
  • With Unit Vendor? - Will the vendor be there at the viewing or not
  • Valuation Reason - Select from the following reasons for the valuation
  • Tenure Type - Select from the following tenures for the property
  • Status and Date - Choose the current status and date of the Valuation Note - to set the valuation price, change status to completed
  • Assigned to - Which colleague is hosting the viewing
  • Note - add any additional information here



Step 2 - Manage Valuations Once added, you can go to Valuations page within the unit and see a list of all valuations. Here you can update the Valuation status to the following Pending, Confirmed, Cancelled or Completed. If the status is set to completed, you can then add the valuation price against the unit.


 Note - These Valuations will appear on your calendar when the status is updated to Confirmed 


Next Step ---> Adding and managing Viewings

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