DripJobs Help Center

How to Schedule an Appointment From the Sales Pipeline?

In this article, you will learn how to schedule an appointment from the sales pipeline.

Written by Salma Castillo

Updated this week

1. Click on "Sales Pipeline"

Click on Sales Pipeline

2. Click on "New Appointment"

Click on New Appointment

3. Here, Select The Event You’d Like To Schedule

I You Want To Create The Deal Card On The Sales Pipeline, Click On "On-site Estimate"

Here, Select The Event You’d Like To Schedule

4. Select The Date And The Time

Select the date and the time

5. Activate The Reminders To Enable Reminders For Your Customers

Activate The Reminders To Enable Reminders For Your Customers

6. Activate The Communication Button So Your Clients Will Be Notified About The Appointment

Activate The Communication Button So Your Clients Will Be Notified About The Appointment

7. When All Is Finished, Click On "Schedule"

When all is finished, click on Schedule

8. In This Deal Stage, You Will See The Deal Card Now Created And Scheduled

In this deal stage, you will see the deal card now created and scheduled

9. This Is How It Will Look In Your Appointments Calendar

This is how it will look in your Appointments Calendar

If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.