Appointments

Introduction: The Appointments Module in LeadIS helps you schedule, manage, and track all your meetings with leads in a centralized calendar view. This tool ensures efficient appointment handling, providing a seamless workflow for lead engagement and follow-ups.

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Key Features of the Appointments Module:

1. Calendar Views:
   • Switch between different calendar views, such as:
     • Day: View appointments scheduled for a single day.
     • Week/Work Week: Focus on your weekly schedule.
     • Month: Get a complete monthly overview (as seen in the screenshot).
     • Agenda: List all upcoming appointments in chronological order.
2. Appointment Status Indicators:
   • Use color-coded statuses to track appointment outcomes:
     • No Show: Red
     • Pending: Blue
     • Show: Green
     • Sold: Yellow
     • Cancelled: Gray
3. Quick Editing Options:
   • Double-Click: Open the appointment details form to edit or update information.
   • Drag and Drop: Change appointment dates or times by dragging events to new slots.
4. Lead Information:
   • Each appointment is labeled with the lead’s name and scheduled time for easy identification.
5. Navigation Tools:
   • Quickly navigate between months, weeks, or days using the calendar header navigation.

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How to Use the Appointments Module:

1. Access the Appointments Module:
   • Click on the Appointments tab in the top navigation menu.
2. Schedule a New Appointment:
   • Double-click on an empty time slot in the calendar.
   • Fill in the lead’s details, time, and any relevant notes.
   • Save the appointment to add it to your calendar.
3. Modify Appointments:
   • Drag an existing appointment to a new date or time.
   • Double-click an appointment to update its details or status.
4. View Appointment Details:
   • Click on a scheduled appointment to see all related information, such as the lead’s name, contact details, and notes.
5. Track Appointment Outcomes:
   • Update the appointment status (e.g., Show, No Show, Sold) after the meeting for accurate tracking.

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Tips for Success:

• Use the Pending status to track unconfirmed meetings and follow up with leads.
• Regularly review the Agenda View to prepare for upcoming appointments.
• Leverage color-coded statuses to quickly identify appointment outcomes at a glance.

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Need Help? If you have questions about scheduling or managing appointments, contact our support team for assistance.