Original Question: Stan Bodzick asked us: “Is there any way to book a callback appointment in my calendar using a pipeline stage and a trigger?” Answer: Currently, it is not possible to book an appointment automatically using a Pipeline Stage in conjunction with a Trigger…
appointment
25 Articles
Original Question: Kyle Buxton asked us: “Hey guys, I’m new and setting up my opportunities and triggers. I got a trigger to work for when pipeline stages change, but I’m trying to set up a trigger to modify the current pipeline stage based on a…
Naeem Johnson Jr. Asked: “Hey, I’m having calendar trouble. I would like whenever I have an appointment scheduled on my calendar for it to be in EST. But then it’s all in PST by default and it can get confusing to me. Whenever I manually…
Bruce Kuczinski Asked: “Is there a way for me to override my available times to schedule appointments? I don’t want to have to go into settings and change the global availability to book an appointment and then have to change it back.” The Answer Yes!…
Wes Obana Asked: “Where do I find the appointment confirmation email in the CRM?” The Answer You can locate the Appointment Confirmation Email in Agent CRM by following these steps: Step-by-Step Guide Go to the Marketing Tab: Navigate to Marketing from the left-hand menu. Open…
Paul J Da Costa Asked: I sent out a bulk email and I can see 56 out of 59 were delivered, but where do I find how many were opened? I have looked around but didn’t see anything. My dashboard has the funnel picture and…
Carlos Martinez Asked: “I am trying to manually set an appointment with a contact for tomorrow, Saturday, but my calendar shows Saturdays not available. Where can I change that? Thanks in advance.” The Answer: You’ll need to update your calendar’s availability settings to enable Saturday…
Christopher Duncan Asked: “How do I block out a specific range of time (for time off) without having to change my whole calendar so appointments are not made?” The Answer: You can easily block off specific time slots on your Agent CRM calendar without modifying…