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Using Appointments to manage diaries

  • appointments

  • calendar

  • sales

Keep on top of your Sales by managing your diary through Gold-Vision 

Configure Appointments to record the following information:

Appointment type, Outcomes, Follow up, Meeting notes, Reports.

Set Appointment type then see all Sales Appointments by type 

Appointment Type options can be changed in the Settings area.

Appointment Outcomes 

Create reports to measure the the outcomes of your sales meeting by using the Outcome drop down field: 

Appointment Outcome options can be changed in the Settings area.

View Team's appointments and also filter by Appointment type

  • Use the Highlight drop down to filter by Owner or Appointment type 
  • Use the view menu to view all appointments for your team or for yourself

Click here to find out more about creating and using Appointments.