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Appointment Setting by Mind Map: Appointment Setting
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Appointment Setting


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Click Contacts, Click "People without notes in the last 30 days", Click first contact listed, Dial Phone #, Read Appointment Setting Script, Update Notes in Highrise with results of the call, Appointment Scheduled?, Click Add Task in Highrise, Enter Followup Call Information and assign task to "closer", Click Add this Task, Open, Click Create Event, Fill out event using following template: What - "Company Name" Sales Call When - Fill in date/time Calendar - Blue Sail Creative Appointments Description - Enter the contact name, and any background information. Add Guests - Enter e-mail address of person we are calling Add Reminder - 15 minutes before Show me as: Busy, Click Save, Appointment Not Scheduled?, Repeat