Once a Potential Vendor/Landlord requests a valuation online (please see Online Valuation - The Customer Journey) the Valuation request will be imported into Expert Agent as a Task, assigned to the Negotiator you selected in Online Valuation Tool Configuration. 

Tools -> Tasks -> This will open the task grid.  

Please note the use of a new Event Type - Online Val Request and the fact that there is no property assigned to the task.  

We recommend that the property record is created from the Online Valuations Grid first as the property record will then be automatically assigned to the task and will appear as an Event on the Property Record.  

From the Online Valuations Grid (Properties -> Online Valuations), find the new request (use the Request Date column) and select it by ticking the box on the far left.   Then Right Click and select "Add Property".

You will be asked if you are sure you want to convert all selected properties (even if only 1 is selected).  

Click OK and Expert Agent will convert the Online Valuation into a Property Record.  

On the Events tab, the Task that was created when the Potential Vendor/Landlord requested a time is there.  

And on the Notes tab of the property record, in the Internal Notes box, you will see all the relevant notes imported from the Online Valuation Tool.  Please note, these are internal.  The customer will always see the confidence level as high.  

Now you can head back to the Task Grid to process the Valuation Request.  

The new online valuation tool will be plugged into your Expert Agent website and can sit under a Valuation button.  

Once clicked, the potential vendor/landlord will be taken to the following screen.  

Step 1

The first page will give them the opportunity to fill out the basic information regarding their property.  

Please be aware if a potential customer requests an online Sales and Lettings Valuation, the property will be defaulted as a Sales Property.  Also, this screen will time out after 15 minutes of inactivity, the potential customer will be able to complete the form but will get an error when finishing it.  

Step 2

Step 2 gives them the ability to tell you more about themselves, as well as a comment box for anything they feel you may need.  

There is a CAPTCHA at the bottom to prevent any unwanted data and then they press "Get My Valuation".  

Step 3

Step 3 is the valuation screen.  The customer will also receive an email branded from yourself (and if you have Customised E-Mails, this email will be included in that).  

But also from this screen they can click on "Preferred date and time" and book in an appointment. 

Once they have, they can press Submit and they will get the following confirmation message at the bottom in green.  

This will then be imported into Expert Agent as a Task set for the Negotiator set in Online Valuation Tool Configuration.  

Please see Processing Online Valuation Requests for more information.  

The Online Valuations Grid works in a similar fashion as other grids within Expert Agent.  The differences are the lack of Tool Tip in the top and you do not get the option to choose columns.  

However, you can use the columns like any other grid, to filter and sort.  

You also have the Right Click Action Menu (or the list icon in the top right).  

1. Include All - This will tick all records within the grid.  
2. Exclude All - This will untick all records within the grid.  
3. Add Property - This will create property records for all the records that are ticked in the grid.  
4. Remove - This will remove the records from Expert Agent that are currently ticked in the grid.  

You can also add/remove properties using the Add Property and Remove buttons at the bottom left.  

Please Note: As these records are not yet properties, there is no click through from this grid until you use the Add Property buttons on either the Action Menu or the bottom left.