Step by step process on how to set appointments

Process Chart

1. Next Action Field: Activate 'Set Appointment' button

2. Scroll Down to 'APPOINTMENT - Going on Appointment' field and choose which workspace member is going on the appointment from the dropdown menu

3. 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