Archiving Valuations

There are two ways you can archive Valuations - via the Valuation Pipeline or the Property

If you will need to bulk archive a valuation, going the Valuation Pipeline is the best way to go.

Valuation Pipeline

1. Go to Properties
2. Choose All Valuation Pipelines
3. Click the down arrow button on the column you want to archive
4. Click the dropdown and select bulk archive
   
5. Select reason for Archiving
   
6. Click the Red button to confirm.

You could also archive selected valuations on this section:

1. Click the down arrow button on the column you want to archive
2. Select ‘Go To List’
   
3. Tick the boxes of the individual Valuations you want to archive or select the box next to ‘property’ to select all
   
4. Click the Archive button
5. Select a Reason
6. Click Save
7. You can now review your summary
   

Property Record

1. Go to the Property record you want to archive the Valuation on
2. Click the Valuation tab
3. Click the Red More button and select Archive
   
4. Enter the date you want the Valuation record to be marked as archived
5. Enter a reason for archiving the Valuation 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 
6. Click Save

The Valuation record will now be listed under 'Archived Valuation' in the Valuation Tab on the Property record.

Unarchive a Valuation Record

1. Go to the Property record you want to unarchive the Valuation on
2. Click the Valuation tab
3. Hover over the Archived Valuation you'd like to edit
4. Click the Grey down arrow
5. Click Unarchive
6. Click Unarchive Valuation

The Valuation record will now be listed under 'Active Valuation' in the Valuation Tab on the Property record.