Skip to main content

 

 

DealerTeam

Create a New Sales Appointment

Goal

Create a new Sales Appointment to be viewed from the Events section on your home page.

After reading this article you will be able to:

  • Navigate to a sales up
  • Create a new sales appointment
  • Verify appointment

 

Step One: Navigate to a Sales Up Record

  1. From the DealerTeam Sales app Click Sales Up.

2020-03-30_10-19-34.png

 

2. Select a Sales Up record.

2020-04-02_08-25-19.png

 

Step Two: Create a Sales Appointment 

  1. Click the New Sales Appointment button in the header of the Sales Up.

2.1.png

 

  1. Enter Date & Time field.
  2. Click Save.

1 create service appt - date & time.png

 

Step Three: Verify Appointment

The Sales appointment can be verified from the:

  • Sales Up Record
  • Home Screen
  • Calendar

 

Sales Up Record

  1. From the Sales Up Record click the Activity Tab to see the appointment below.

2 create service appt - activity tab.png

 

Home Screen

From the home screen the present day appoints can be viewed  under the Today's events tile.

3 create service appt - todays events.png

 

Calendar

  1. To view all events on the calendar click the View Calendar link.

view calendar.png

 

The events will be located on the calendar.

5 create service appt - calendar.png