Creating and managing appointments for leads, contacts, and deals

What's my plan?

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

1. On the Sell sidebar, click Calendar ().
2. Click Add (+).
3. Select Add Appointment, then click Add More Details.
4. Enter details about the appointment.

   

5. Invite attendees by clicking Add Attendees. Enter and select the names of the leads, contacts, or companies you want to invite.

6. 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.

   

7. If you want to associate an existing deal with the appointment, click Add Deals and enter and select the name of the deal or deals you want to add.

8. 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 Leads, Contacts, and Deals pages

1. On the Sell sidebar, click Leads, Contacts, or Deals, then click a lead, contact, or deal.
2. In the Upcoming Appointments panel, click Add Appointment (+).

   

3. As you’re creating an appointment from an existing lead, contact, or deal, the attendee(s) are automatically added to the appointment. However, if you create an appointment from a deal card, the deal will also be automatically added to the appointment. Enter the additional appointment details.

4. Select the checkbox for Send invitations to meeting attendees and if you want the attendees to receive an email invitation for the appointment. This is optional; you don’t have to send invites to the attendees.

5. 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, and 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

1. Open the appointment from the Calendar page or from a Leads, Contacts, or Deals card.
2. Change the details as needed (for example, changing the time or date, adding and removing attendees, or associating a deal with the appointment).
3. (Optional) If you want all the attendees to receive an email message when you update the appointment, select the checkbox for Send meeting updates to attendees.
4. Click Update to save the updated appointment.

Deleting appointments

You can easily delete an appointment if needed.

To delete an appointment

1. Open the appointment from the Calendar page or from the Leads, Contacts, or Deals card.
2. Click Delete Appointment. You’re prompted to confirm that you want to delete the appointment. The appointment is 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

1. Open the appointment from the Calendar page or from the Leads, Contacts, or Deals card.
2. Click Running late.
3. Select the duration and the attendees will be immediately notified via email message.