There Isn't an Option To Schedule on Estimate Requested

You MUST utilize your appointment notifications and calendar to schedule estimate while in Estimate Requested Stage.

Written by Eli Roark

Updated over a year ago

1. If you see Deal Details at a stage other than Estimate Requested

If you see Deal Details at a stage other than Estimate Requested

2. You're going to find the "New Appt" Option

You're going to find the "New Appt" Option

🗨️However

3. If you go to the deal details under Estimated Requested

If you go to the deal details under Estimated Requested

4. That option is not going to be available

That option is not going to be available

🗨️ Why? Because the deals of that stage are designed to be scheduled directly from the Appointments calendar.

5. Click on Appointments…

Click on Appointments…

6. You'll see a section called REQUESTS

You'll see a section called REQUESTS

7. Click the Customer's Name

Click the Customer's Name

8. Schedule the Appointment…

Schedule the Appointment…