1. Navigate to the Sales List Page
2. Click on 'New Appointment'
3. Click on the Appointment Type
In this example, we are scheduling an On-Site Estimate. Click here for more information on how to add event types.
4. Add the Client and Event Details
5. Click on 'Save' to Schedule
6. The New Client Will Appear in the Sales List
7. In the Sales Pipeline, a Deal Card Will Populate for the Client in 'Estimate Scheduled'
If you have any questions or need any assistance, please don't hesitate to contact DripJobs Customer Support or the Helpdesk.