Exporting Appointments to Salespeople
Emailing appointments to Salespeople is a great way to ensure they are aware of new and upcoming sales appointments.
There are two ways to send the appointments out:
Tagging and Emailing Appointments from the Sales Tab:
Place a check mark in the boxes for the corresponding appointment; this will tag the contacts. After tagging, Email & Issue the Tagged Appointments by clicking the link.
After clicking on the Email & Issue the Tagged Appointments link, this screen will pop-up:
Choose which Email Template to use from the drop down. Then click on the Issue & Email Appointments button to send the emails to the salespeople.
This option for emailing does not contain an iCal file. Instead it sends a detailed email with as much or as little information chosen about the appointment and contact. Edit and create the options for these emails in the Admin section under Email Setup / Issue Appointment Templates.
Both the Calendar and Sales Tab options create Confirmation Activities showing the date and time the appointment was emailed to the Salesperson.
- Calendar
- Sales Tab



