 | Appointment Schedule | |
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Appointment ScheduleThe Appointment Schedule displays a calendar view of all upcoming appointments with clients. These appointments are created within the lead's |
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| Appointment Schedule/Alternative | |
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Appointment Schedule/Alternative
The Appointment Schedule/Alternative is the same data as the Appointment Calendar, but lists your schedule in a table view instead.
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| INS Archive | |
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INS Archive
The INS Archive (Interview No Sale) keeps a list of all leads that were interviewed, but were not interested in buying a membership. They are kept in the system for statistical p |
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| Appointment Archive | |
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Appointment ArchiveThe Appointment Archive shows a complete list of all appointments in the system, regardless of outcome. You can click on each pers |
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| Sales Package Management | |
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Sales Package Management
The Sales Source Management tool allows you to create and edit your company's packages.
To Create a New Price Package:
1. Click |
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