How to add an appointment in Zendesk Sell
Here is how to add an appointment in zendesk sell
- First in Zendesk sell, click on the "Calendar" icon in the left sidebar
- Then click on the plus "+" button in the calendar header
- Select "Add Appointment" from the dropdown menu
- Type the name of the appointment in the title field
- Enter the location where the appointment will take place
- Choose the start and end date and time for the appointment
- For more details, click on the "Add More Details"
- Enter a brief description of the appointment, including the purpose, key discussion points, and any relevant details
- Configure a reminder notification if you want an alert before the appointment
- Click the "+" button in the attendees section
- Select the names of the leads, contacts, or companies you want to invite
- Enable the "Send invitations to meeting attendees" checkbox to notify attendees via email
- To associate with a deal, click "+" under Deals section
- Finally click the "Save and Send Invites" button to confirm the appointment
- Your new appointment will appear in the calendar on the selected date
Why should you add an appointment in Zendesk Sell
Zendesk is a powerful tool designed to streamline customer relationship management with ease.
One valuable feature within Zendesk Sell is the ability to effortlessly add appointments.
This functionality supports users in organizing their schedules and ensuring no client interactions are missed. By consolidating appointment data within Zendesk Sell, sales professionals can focus more on building relationships rather than managing schedules.
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