Resulting Appointments

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


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