How to Schedule a New Appointment From the Deal Card Command Center? | DripJobs Help Center

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How to Schedule a New Appointment From the Deal Card Command Center?

How to Schedule a New Appointment From the Deal Card Command Center?

The following article will show you how to schedule an appt from the Command Center.

Written by Laura Cuadros

Updated this week

1. Click on 'Sales Pipeline'

Click on Sales Pipeline

2. Locate the Deal for Which You Want to Schedule the Appointment

Locate the Deal for which you want to schedule the appointment.

3. Click on the Customer’s Name

Click on the customer's name

4. Click on 'New Appointment'

Click on New Appointment

5. Select the Type of Appointment You’ll Schedule

Select the type of appointment you'll schedule

6. Select the Scheduled Date, Start, and End Time

Fill out any other necessary information, and choose if you want the customer to receive reminders and communication messages.

Select Schedule Date - Start and End time

7. Scroll Down

Scroll down

8. Click on 'Save'

Click on "Save"

If you have any questions or need any assistance, please don't hesitate to contact DripJobs Customer Support or the Helpdesk.