Appointments are used in ExactEstate as a simple way to track interaction with Prospects and get them into a Property so they can lease a Unit. Access Appointments and the associated table in ExactEstate by clicking the link in the navigation shown below.
The capability of the search and filtering options with our tables can be seen in the Table Functionality tab of the Getting Started section of this guide.
To create a new Appointment, click the link in the header navigation as shown below.
Select your Prospect for the Appointment, enter in the appropriate data, and submit the form.
To view an Appointment's "Options", simply click the Icon.
With the Options Dialog open you have the ability to mark the Appointment as a "No Show", "Close" the Appointment which means it was completed, "Cancel" the Appointment, or "Delete" the appointment as noted in the image below.
The Appointment Calendar is a visual way for you to view the Appointments coming up for a Property. Access the page by clicking the link in the navigation seen below. From this page you can traverse calendar months to find the Appointment you are looking for.
To view the details of the Appointment, simply click the name in the calendar.
With the details open you are able to view all Appointment Information, edit the Appointment, mark the Appointment as a "No Show", "Close" the Appointment which means it was completed, or "Cancel" the Appointment as notated with arrows in the image below.