1. Enter your appraisal listing:
- Select Prospect as the listing type.
- Enter a new reference code. Tip: Click Generate Reference, enter 'Z' as the prefix and click OK. This ensures that all prospect listings begin with Z.
- Enter the prospect listing address.
- Enter the Vendor's name.
- Click OK.
2. Create a calendar:
- Open the Activity tab.
- Click Add to enter an activity
- Enter a blank activity for every month you wish to print.
- For each activity, tick Show on Vendor Calendars
- Use the arrows to switch pages.
- Click Print, Save, or Email.
- Use the Save arrow to create a PDF copy in the prospect listing's media folder.