Articles in this section

• Working with Appointments

  The Appointments list helps you track and prepare for your appointments. Video 3.24: How to work...

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• Creating a New Appointment

  Prerequisite: Your admin creates the appointment types on the Activity & Appointment Types settin...

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• Adding Files to Appointments

  You can upload one or more files, such as a contract, to attach to an appointment. To upload a fi...

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• Working with Appointment Outcomes

  Appointments with new clients are frequently canceled or rescheduled. Upsales now makes it easy t...

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• Creating Follow ups

  You can create a related follow-up activity or follow-up appointment from an existing appointment...

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