What is "Resulting an Appointment?”
Resulting an appointment is done after an appointment has taken place. This informs users of MarketSharp of the decision made by the lead after a sales pitch has occurred.
Why Result an Appointment?
- Inform staff of Appointment Status
- Transfers a Sold Lead to a Customer
- Initiates Automation Rules
- Provides Data for Reports
How to Result an Appointment
Go to the Contacts Tab
, then click on Leads Record View
Click on the Inquires & Appointments Tab
Click the Edit
link over on the right side of the screen
Select the Appt Result