Setting up an appointment

Learning Objective 1: Using CRM software, trainee will be able to set up an appointment for a customer with their correct appointment information without error.

We’ll start with setting up an appointment with a

potential customer. You can review your recent leads

and prospects to find potential customers within

your contact history.

» Log into CRM system

» Click “Appointment” on your toolbar, at the top of the screen within the CRM system. Now, you should see a screen that shows options for appointment type, day, etc.

» Select the appointment type. For this appointment, select “Meeting”

» Using the drop-down menus, select the date and time of the appointment.

» Also on this screen you will add a description of the meeting. For this appointment, use the description “Test – your name”

» Below description, in the Notes box, you can write information about the appointment or customer, such as “bringing trade-in” or “looking for a small, 2 door truck”

» Now, on the right side of the screen you can choose who the appointment is for. Use the arrow button to view the drop down menu and select the name of the person who will be meeting with the prospective customer. The meeting will now appear on their “My Day” screen.

» Click “Save”, and the appointment is scheduled.