Step by step process on how to set appointments
- Next Action Field: Activate ‘Set Appointment’ button
- Scroll Down to ‘APPOINTMENT – Going on Appointment’ field and choose which workspace member is going on the appointment from the dropdown menu
- Go the next field labeled ‘APPOINTMENT – Set Date and Time’ – choose date and time of appointment
*Pro-Tip: Always choose who is going before selecting date and time. It must be done in this order to ensure automation triggers correctly
The system automatically
- Creates an appointment in the Appointments app and Calendar
- Emails confirmation to the Seller Lead (If turned on in Main settings)
- Sets Stage of Lead to ‘Appointment Set’
- Sets Next Action to ‘Go on Appointment’
- Resets Appointment fields to ‘No Value’ so it is ready to create another appointment if necessary
Activity window will update to notate what has happened in the system
