To help you manage your lead, contact, and deal related activities, Sell provides the ability to add and manage calendar appointments. For example, you can set up appointments for phone meetings with your contacts to discuss ongoing deals.
Appointments can be directly associated with leads, contacts, and deals, and you can send email invites for appointments.
You can use the calendar provided by Sell, or integrate Sell with external Google or Exchange calendars.
You create and manage appointments for yourself only. You cannot see the appointments of other Sell users (your colleagues). You can however see any of the appointments that your colleagues have created related to a deal that you have access to on the contact’s or the deal’s card.
This article covers the following topics:
- Adding appointments
- Updating appointments
- Deleting appointments
- Notifying attendees that you’re running late
Adding appointments
You can add appointments in a number of different ways in Sell.
To add an appointment in the Calendar
- Select the Calendar page in Sell.
- Click the + (Add) button.
- Select Add Appointment, then click Add More Details.
- Enter details about the appointment.
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Invite attendees by clicking the Add Attendees button. Enter and select the names of the leads, contacts, or companies you want to invite.
- Select Send invitations to meeting attendees and the selected attendees will receive an email invitation for the appointment. This is optional; you don’t have to send invites when you add attendees.
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If you want to associate an existing deal with the appointment, click the Add Deals button and enter and select the name of the deal or deals you want to add.
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Click Save or, if you’ve chosen to send invitations to the attendees, Save and Send Invites.
Your new appointment will be shown in the calendar on the date you selected and also on the lead, contact, or deal cards of the leads, contacts, and deals you added to the invite.
You can also create appointments directly from a lead, contact, or deal card. For example, if you want to set up an appointment with a new lead, you select that lead from your list and quickly create a new appointment.
To add an appointment via the lead, contact, and deal card
- From the Leads, Contacts, or Deals pages, select a lead, contact, or deal.
- In the Upcoming Appointments panel, select the Add Appointment button.
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Since you’re creating an appointment from an existing lead, contact, or deal, the attendee(s) are automatically added to the appointment. If you create an appointment from a deal card, the deal will also be automatically added to the appointment. Enter the additional appointment details.
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Select Send invitations to meeting attendees and the attendees will receive an email invitation for the appointment. This is optional; you don’t have to send invites to the attendees.
- Click Save or, if you’ve chosen to send invitations to the attendees, Save and Send Invites.
Your new appointment is shown in the Upcoming Appointments panel and also on the Calendar page.
If you’ve chosen to send invitations to the attendees, they will receive an email message that allows them to accept, decline, or mark the invite as maybe.
Their responses will be displayed on the appointment in Sell. For example, those who have accepted the appointment will be indicated with a checkmark.
Updating appointments
You can easily update the appointment to, for example, change the date or add or remove attendees.
To update an appointment
- Open the appointment from the Calendar page or from a lead, contact, or deal card.
- Change the details as needed (for example, changing the time or date, adding and removing attendees, or associating a deal with the appointment).
- If you want all the attendees to receive an email message when you update the appointment, select Send meeting updates to attendees.
- Click Update to save the updated appointment.
Deleting appointments
You can delete an appointment if needed.
To delete an appointment
- Open the appointment from the Calendar page or or from the lead, contact, or deal card.
- Click Delete Appointment. You’ll be prompted to confirm that you want to delete the appointment. The appointment will be immediately removed from your Sell calendar.
If you’ve selected Send meeting updates to attendees, the attendees will receive a cancellation email message.
Notifying attendees that you’re running late
As a convenience to you the appointment organizer and a courtesy to your attendees, you can quickly notify them if you are going to be late for the appointment.
To notify the attendees that you are running late
- Open the appointment from the Calendar page or or from the lead, contact, or deal card.
- Click the Running late button.
- Select the duration and the attendees will be immediately notified via email message.
11 Comments
I need to schedule meeting for other people in my team. How can I do that? Can I choose to which schedule I book the meeting, not only seeing two or more schedules?
Hi Rafael– Emma here, from the Sell Support team. Thanks for your comment ✅
While you can't set appointments in Sell for your teammates, any shared invitation in your Google or Exchange Calendar will display in Sell. Here's what I recommend:
1. Share your Google/Exchange calendar with your teammate
2. Add appointments to their calendar from Google/Exchange
3. These appointments will also display in Sell!
You will want to make sure both you and your teammate have your calendars integrated with Sell. You can do this in Settings under Settings > Calendars. Let us know how we can help!
Thanks, Emma. Is there any prediction to this feature (set appointment for teammates)? Is this in the roadmap?
No problem, Rafael. We are always working on improving integrations, especially email and calendar. This is definitely on the list!
Hi, Is there an API to managing appointments?
Hi Gabriel,
Thanks for your question! I'm happy to assist.
Unfortunately, our API doesn't support appointments management. That being said it's not possible to create, delete, or edit existing appointments in Sell via API.
For your reference, you can find our API documentation here - https://developers.getbase.com/.
If you have integrated 3rd party calendar into Sell, then you might check if your calendar provider doesn't offer API support, and those apply changes that way.
I hope you'll find that helpful.
Thanks Karol Zawada
Is there any update on being able to assign appointments to other users?
Hi Zak Wilkowski,
Other users cannot create or assign ownership of appointments to other users on the account. I will be sure to pass your feedback along to our Product Team that your account is interested in seeing this functionality in Sell. In the meantime, please see the article: Can I have a shared calendar for my Sell users?
Hi,
I would like to know if there is a feature to add custom field on Appointment details?
Hi Parinitha Kiran,
It is not possible to add custom fields to the appointment details at this time. Any additional information can be included in the Description section when creating an appointment. Please feel free to post this feedback in the Sell Community Feedback section for our Product Managers to see and other Sell users to upvote your suggestion!
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