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
- From the DealerTeam Sales app Click Sales Up.
2. Select a Sales Up record.
Step Two: Create a Sales Appointment
- Click the New Sales Appointment button in the header of the Sales Up.
- Enter Date & Time field.
- Click Save.
Step Three: Verify Appointment
The Sales appointment can be verified from the:
- Sales Up Record
- Home Screen
Sales Up Record
- From the Sales Up Record click the Activity Tab to see the appointment below.
From the home screen the present day appoints can be viewed under the Today's events tile.
- To view all events on the calendar click the View Calendar link.
The events will be located on the calendar.