<aside> 💡 The goal of the Appointment Management System base is to keep track of customers, appointments, calls, leads, and more.
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The Appointment Management System is a robust system for lead generation agencies. Learn how to use the system by watching the video below!
https://www.loom.com/share/73a1f2d2ce0a42c0a24f0a1e2a7816d2
Timestamps are below. Open up the video in Loom for hyperlinked timestamps.
00:00 Introduction 00:38 Customers Overview 01:36 Meaning of the Health Field in the Customers by Health View 01:54 Why You Should Always Hover Over the Info Icon 02:30 Importance of Filling in the Internal and External Channel Name Field 02:49 Importance of Including the Pound (#) Sign When Filling in the Internal and External Channel Name 04:04 Customers Reporting Views 05:27 Appointment Management Overview 05:58 Importance of Marking the Checkbox Once a Call is Attended 06:42 Importance of Filling in Attended, Outcome, and Went into Negotiation Fields 07:31 Appointment Management Views 08:49 Calendar View 09:30 Team Member Views 09:47 Adding a New ISA in Team Member Views 10:20 Importance of the New Appointment Form 10:43 Purpose of the Appointment End Date and Time 11:30 Contacts/Agents Overview 12:09 Importance of Filling in the Email Address 12:48 Team Overview 14:07 Statistics Views 14:35 Call Logs Overview 15:27 Lead Total Monthly Logs Overview 16:00 Marking the Charged? Field to Keep Track of Billing 16:09 Purpose of the Cost Per Lead Lookup Field 16:32 Importance of the Lead Total Monthly Log Form 16:44 Reporting Automation 17:11 Monthly Lead Report Slack Message 17:58 How the Lead Total Monthly Log Form and Customers External Channel are Connected 18:23 Demonstration of Filling in the Lead Total Monthly Log Form 19:15 Lead Total Monthly Logs Views 20:04 Lead Total Weekly Logs Overview 20:38 Weekly Lead Report Slack Message 21:28 Lead Total Weekly Logs Views 21:56 Purpose of the Lead Total Weekly Logs Table 22:26 Onboarding Form Overview 22:43 Testimonials Form Overview 22:58 Offboarding Form 23:05 Autopsy Entries Overview 23:40 Templated Project Plan 24:12 Task Master 24:20 Trainings and SOP
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