If your appointment rules are set up with an activity process, saving an appointment result should create the related activities. If you do not see those activities, try saving the appointment without a result and then adding the correct result again.
Reset the appointment result
- Open the contact in MarketSharp and edit the appointment you resulted.
- In the Add/Edit Lead Appointment window, find Appt Result on the right side.
- You should see a congratulations on your sale, or activities populate from the activity process.
- If you do not see this, reopen the same appointment.
- Open Appt Result, clear the current selection so the field is blank, and click Save.
- Return to Appt Result change the appt result to the correct result, and click Save again. This should trigger the activity process associated with that result.
- Check the contact's activities to confirm that the expected activity appears.
Tip: If your result is Demo / Sold, the button may say Save & Create Job instead of Save. Check the result before selecting that button, since it will also move the contact to a customer and prompt you to create a job.
If the activity still does not appear, contact MarketSharp Support. Include the contact name, appointment type, appointment result, and the activity you expected to see so the team can review the rule and activity process.