Appointments – Prospects

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2 min read

Where can I see the appointments I have added to my prospects?

1. To see the reminders you have added to your Prospect, go to the ‘Prospects’ section.

saphyte prospects tab

2. Choose the Prospect profile under the Prospects List. For easier search, you can use the ‘Search’ box. Enter either the code, name, phone number, or email address to pull up the prospect data, or just select the prospect profile from the prospects list.

saphyte search box

3. Click on the ‘Appointments’ tab. On the Appointments tab, you can find the tasks that have been applied to your Prospect. The number beside the word ‘Appointments’ indicates how many tasks have been placed on your Prospect. You can view the appointments set for today, upcoming days, next week, or all the appointments.

saphyte appointment

4. You can also add an appointment just by clicking on  ‘+ADD APPOINTMENT’.

saphyte add appointments

5. Fill in the necessary details as to the ‘Appointment Type’, ‘Scheduled Date’, ‘Time’, and the rest of the Appointment details.

saphyte appointment type

6. You can associate the appointment to your ‘Managers’ and ‘Team Members’.

saphyte managers

7. Once done, click on ‘SAVE’.

saphyte save appointments