Appointment Guide

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.

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Note

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.

Step 1

To create a new Appointment, click the link in the header navigation as shown below.

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Step 2

Select your Prospect for the Appointment, enter in the appropriate data, and submit the form.

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Step 1

To view an Appointment's "Options", simply click the Icon.

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Step 2

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.

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Step 1

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.

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Step 2

To view the details of the Appointment, simply click the name in the calendar.

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Step 3

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.

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