Simon Clive: Created page with "Appointment Notes What happens to any notes added to an Appointment, i.e. where else do they display? After following the steps below... the Notes entered onto an Appointment w..."

2011-06-28T04:41:54Z

Created page with "Appointment Notes What happens to any notes added to an Appointment, i.e. where else do they display? After following the steps below... the Notes entered onto an Appointment w..."

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Appointment Notes

What happens to any notes added to an Appointment, i.e. where else do they display?

After following the steps below... the Notes entered onto an Appointment will appear on the Lead in the
Action / Follow Up Details section on the row relating the the set appointment in the column called 'Notes'.

Select the Marketing Tab
Select the Lead List
Select the Lead you wish to action

To create an Appointment directly from the Lead you have selected...

Select the 'Appointment' button along the bottom of the Lead screen
The Appointments Main Calendar will load at todays date
Select the date you wish to schedule the Appointment for by using the > at the top right of the Calendar
or by selecting the date from the 'Date Select' date picker at the top middle of the Calendar
On the chosen date, double click in the column of the Rep you are making the appointment for at the
required time of day or night
The Appointment form will load with all the Company and Contact details as per your Lead
Complete any Notes and schedule the appointment for the required timeframe

17 Appointment Notes - Revision history

Simon Clive: Created page with "Appointment Notes What happens to any notes added to an Appointment, i.e. where else do they display? After following the steps below... the Notes entered onto an Appointment w..."