Page Comparison

1. Choose to book/request valuation

On company website:

• Click Book a Valuation (or similar)
  

2. Enter basic detail

• Specify whether the property is to sell or to let
  

• Enter email address
  This will be used to confirm the appointment
  

• Enter the property postcode
  This determines which office the valuation request goes to
  

• Click Get Appointments

3. Choose appointment

Availability for the relevant office will be displayed

• Select the desired date & time for the valuation appointment

4. Your details

The customer needs to:

• Complete Your details
  * denotes required fields
  

• Click Request Appointment
  
  All information entered is passed to AgencyCloud

5. Booking/request confirmation

• Details of the booking/request are displayed on screen
  
  This is also sent to the customer via email & SMS (text) message and can also be sent to the attending negotiator/valuer

6. Information passed to AgencyCloud

1. Task
   A task is created for the negotiator to inform of the online valuation request

   

   A link to the property and contact record is included in the task
   

2. Appointment in diary
   A Market Appraisal appointment is automatically created in the AgencyCloud diary

   

   The appointment will need to be marked as Confirmed, when appropriate
   

3. Contact record
   When no matching contact record was found (using the contact details supplied), a new contact record is created

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   The Source will be marked as a website valuation enquiry (or similar)
   This allows reporting to be carried out to measure success of the online valuation booking function
   

4. Property record
   A new property record is added for the valuation property

   

   The Notes panel (bottom right) contains standard text to indicate why the property record was created
   This allows general notes keyword reporting to be carried out to measure success of the online valuation booking function