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Sales reps can quickly capture high-level details for asset appraisals to streamline the trade-in process and improve quote accuracy. Create appraisal records to store valuation details for assets, such as vehicles or equipment. You can create an appraisal record from a related Lead, Opportunity, Account, or Case.
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create Appraisal records: | Manage Appraisals and Valuations |
To create an appraisal for a specific customer or deal, navigate to a Lead, Opportunity, Account, or Case record, and then click the Related tab.
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