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Appointments
Confirm an appointment
There are several places where you can confirm an appointment. This can be done anywhere you see the Confirm Appt button, but the easiest way is through the Action button on the Agenda Tab.
1. From the Agenda Tab, move your cursor over the Action button and click Confirm Appt
Complete an Appointment
If a lead joins directly from your tour, you can use the Action button and select Make Sale. This will automatically complete the appointment and guide you through the sale process.
For all other appointments:
- From the Agenda Tab, move your cursor over the Action button and click Showed-‐Up
- Enter notes about the appointment in this lead’s History then click Save
- Review What’s Next in the
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- FollowUp box then click Continue
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