Tracking Call Outcomes and Managing Appointment Status
Step 1: Access Opportunity Boards
Navigate to Opportunity Boards: Access your inquiry board within your system, where you manage appointments and outcomes.
Step 2: Manage Appointments
View Appointment Details:
Click on a specific contact to view their appointments listed on the right-hand side.
Identify the appointment you want to modify and click the edit icon next to it.
Step 3: Update Appointment Status
Adjust Appointment Status:
A pop-up window will appear where you can change the appointment status from "Confirmed" or "Cancelled" to "Showed" or "No Showed."
Update the status to track outcomes and metrics effectively within your system.
Step 4: Summary
Improve Tracking Efficiencies: Easily manage and track appointment outcomes by adjusting statuses directly within your opportunity boards, enhancing your ability to monitor engagement metrics.
Summary:
Enhance your ability to track appointment outcomes by updating statuses within your opportunity boards, allowing for efficient monitoring and management of call outcomes like shows and no-shows.
