Emailing Appointments to Salespeople

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:

  1. Calendar
  2. Sales Tab

 

Exporting Appointments in the Calendar:

In the Edit Appointment screen for the Sales Calendar, there is an option to click on Save and Email this Event under the Event Details side of the screen. This will send an email to the Resource/Salesperson in the form of an iCal file (a computer file format which allows users to send meeting requests and tasks to other users via email). The salesperson can then use this iCal file to add the appointment to a personal calendar outside of the MarketSharp Calendar.

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.

 

 

Did this article answer your question?

Print Friendly, PDF & Email

Related Articles