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DealerTeam

Schedule Sales Appointments

Goal

Learn the best practice when scheduling sales appointments.

A sales up record must be created for the customer before scheduling an appointment. Learn how to create a New Sales Up.

After reading this article you will be able to:

  • Navigate to the sales up record
  • Create a new sales appointment

 

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Salesforce Classic.

 

Step One: Navigate to Sales Up

  1. Click the All tabs (+) icon.

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  1. Click Sales Up.

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  1. Select the desired sales up record.

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Step Two: Create a Sales Appointment

  1. Click the Create Appointment.

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  1. Fill in the | required fields.
  2. Click Save.

2.2 2.3.png

 

Note: Find the Sales Appointment on the related list of the Sales Up.