How to create an appointment for a prospect

Modified on Tue, 8 Apr at 12:45 PM

Creating an appointment for a prospect utilises the diary function in Eclipse, allowing you to manage your follow-ups.

In the Prospects tab, click Prospects.
Select your prospect and click Edit.
Click either Add Appointment or Add Client Follow-Up.
The Subject will be pre-filled, but you are able to change if required.
Enter a Start and End Date and Time.
Choose whether a Reminder will display on the screen prior to the appointment.
Enter further Appointment Details if required.
Click OK.
This will now populate in the Diary.