Setting up a Quick List for Lost Appraisals

This article explains how to create a quick list in Loop to easily access and manage a list of lost market appraisals.

Steps:

1. Navigate to Appraisals:
   • In the left-hand navigation bar, click on "Appraisals."
2. Filter Appraisals:
   • At the top of the appraisals page, apply the following filters:
     • Ensure "Post Appointment" is selected (ticked).
     • Deselect "Awaiting Outcome."
     • Select "Lost."
3. Optional: Filter by Team Member:
   • On the right-hand side, you can optionally filter the list further by selecting specific team members.
4. Save the Quick List:
   • Click the "Save this" button (or similar button to save the quick list).
5. Name the Quick List:
   • Enter a descriptive name for the quick list (e.g., "Lost Appraisals," "Lost Market Appraisals").
6. Save the List:
   • Click "Save."
7. Accessing the Quick List:
   • The saved quick list will now appear as a selectable option (yellow button) at the top of the appraisals page.
   • Clicking on the quick list name will instantly display the filtered list of lost market appraisals.

Benefits:

• Provides quick and easy access to a list of lost appraisals.
• Simplifies the process of reviewing and analyzing lost appraisal data.
• Saves time by eliminating the need to reapply filters repeatedly.

Support:

• For further assistance, please contact the support team at support@loop.software