Instead of entering full details of appointments every time, use Appointment Outcomes to speed up your pipeline, prospecting and admin activity.
Create a new appointment, and the outcome defaults to Planned.
One hour after the meeting end time, you'll receive a notification asking how the meeting went.
If the meeting happened
If the meeting proceeded as scheduled, click It happened.
You now have multiple options for keeping momentum going:
- Send summary to all participants
- Decide the next action – plan a phone call? Book the next appointment? Create an opportunity or order?
If the meeting didn't happen
If the meeting was cancelled or rescheduled, click It didn't happen.
You then have the option to:
- Email participants
- Reschedule the appointment: pick a new time, and the outcome goes back to Planned
- Disqualify the company
- Plan the next action: plan a call, book appointment, create opportunity or create order?
Add a note and save the outcome
If your account uses Tasks, both outcomes also have an Anything to remember? field where you can add a note. Click Save outcome to save the outcome and the note.