You can add any matching listings to your lead on the spot by clicking on the 'Add To Lead' button. If you have role management rights you can click on any matching Appraisal to view the full Appraisal Form. If you do not have rights you will see a ...
When creating a Wishlist you can tick the 'Match When Lead Closed' checkbox to include Appraisals on closed leads as well as open. If you prefer to only match on open leads leave the box unticked - this can be an effective way to move both leads ...