The cost to add this module to a MarketSharp subscription is $5/user/month. For more information, contact your account representative at 1-800-335-4254 Extension 1.
Using Sales Appointment Routing:
To use the Sales Appointment Routing feature, you must be scheduling a specific sales appointment from a contact record in MarketSharp.
Go to the Leads Record View and click on the Inquiries & Appointments Tab
There are three ways to get to the Sales Appointment Routing feature
Click Edit on the appointment
Click the slot scheduler icon to view the appointment in the slot scheduler
Once you’ve chosen one of the above three options, click the Map to Schedule Appointment link to open the Sales Appointment Routing
Once in the modal (the box that pops up), view the following items:
- The currently scheduled appointments for no more than a two week time frame of your choosing
- The name, address, appointment type, appointment date, appointment result, drive distance (in miles), and drive time (in minutes) for each appointment in the time range you are searching for
- A map of the upcoming appointments marked with red (scheduled) or green (to be scheduled) balloons
To schedule the appointment, close the Sales Appointment Routing modal (the pop up box) and continue scheduling the appointment as usual.