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How to view Appraisals I created for my clients
How to view Appraisals I created for my clients
Chris Minassian avatar
Written by Chris Minassian
Updated over a week ago

To find appraisals you have created follow the below instructions.

  • From the BusinessMind home page click on the Contacts link.

  • Towards the bottom of the contacts home page you will see a view Appraisals section.  Here you can search for, create a new smart set, or click on an existing smart set like All Appraisals

  • Clicking on an appraisal will display the appraisal detail view.

  • You can print the appraisal via the pdf icon located to the right of the gear icon

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