To start making appointments, go to a specific account page.
Note: such procedure also applies to leads and contacts.
You will find the Smart Planner digital assistant function on the right, suggesting the best possible time to meet a client, considering his address and where the appointments that you have already scheduled are taking place.
By clicking on “show more” on the bottom right of the appointment suggestions, you will also find proposals for the following days.
Therefore, while you are in communication with your clients, you are always in the position to offer them the most efficient slots in order to optimize your time.
Through a simple click your appointment will be easily set directly on your agenda.
Should none of the options delivered be compliant with your client’s availability, this tutorial will give you further info.
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