Archiving an Appraisal record
- Go to the Property record you want to archive the Appraisal on
- Click the Appraisal tab
- Click the Red More button and select Archive
- Enter the date you want the Appraisal record to be marked as archived
- Enter a reason for archiving the Appraisal record from one of the below reasons
- Won / Converted - this will create a new Listing Record
- Lost to another agency
- Not Interested / Cooled Off
- Re-appraised
- Click Save
The Appraisal record will now be listed under 'Archived Appraisal' in the Appraisal Tab on the Property record.
Unarchive an Appraisal record
- Go to the Property record you want to unarchive the Appraisal on
- Click the Appraisal tab
- Hover over the Archived Appraisal you'd like to edit
- Click the Grey down arrow
- Click Unarchive
- Click Unarchive Appraisal
The Appraisal record will now be listed under 'Active Appraisal' in the Appraisal Tab on the Property record.