Adding a New Estate Agent to a Property Appraisal

To close an Appraisal, it needs to be marked won/lost, if lost an Estate Agent name and details can be added. This allows you to note who you lost the business to in the Appraisal screen. This guide walks you through inputting agent details and updating appraisal statuses to keep your property records organised. Learn how to efficiently associate a new Estate Agent with a property listing within your CRM.

David Morgan
13 steps
2 minutes

Iamproperty

Won or Lost Appraisal

Navigate to **Appraisals** tab. If you have lost the business of a customer and need to put in the detail of the agent you have lost the business to, you would click into the 'Outcome' section of the Appraisal and change the status to 'Lost' and select the Agency you lost the business to in the drop down menu. If the Agency isn't there, the following is the process to use to add the new agency detail.

Sub-Agent Registration

Click **Sub-Agent** in side menu

Click **Add Sub Agent**

Type the Name of the Agency into Company Name field

Add in the contact details

Enter the email address into Email field

Enter the postcode of the agency into Postcode field and click search

Select agent's address from dropdown

Click **Add Estate Agent** The Agent is now added to the CRM as a business record.

Appraisal Outcome Update

Navigate back to Appraisals section

Select the relevant appraisal record

Set appraisal Status to "Lost"

Select "CRM Test Agency" from Lost To Agent dropdown