Articles in this section
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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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