Creating Appointments in Zendesk Sell Mobile App
How can I create an appointment in the Zendesk Sell mobile app?
Creating an appointment in the Zendesk Sell mobile app is simple and can be done in a few different ways. You can create an appointment from the Leads, Contacts, or Deals cards, the Today tab, or directly from your Sell calendar.
To create an appointment from a lead, contact, or deal, click on the desired card, then click the Add icon (+) in the top right of the calendar and select Add Appointment. Fill in the appointment details and click Add More Details if you want to include a description, alert, location, or attendees. If you add a location, you can get directions using Google Maps within the app. Remember to select the checkbox for sending invitations to meeting attendees and click Save and Send Invites to notify them. For more information, check out theoriginal link.
More related questions
How do I edit and manage appointments in the Zendesk Sell app?
Editing and managing appointments in the Zendesk Sell app is straightforward. You can update attendees about your arrival time, email them, or navigate to the meeting location using Google Maps. To notify attendees if you're running late, click on…
Where can I view my appointments in the Zendesk Sell mobile app?
You can view all your appointments in the Zendesk Sell mobile app on the Today page, specifically in the Calendar section. This allows you to keep track of your schedule efficiently. The app offers two viewing options: a list view or a map view. To…
Can I create appointments without associating them with a lead, contact, or deal in Zendesk Sell?
Yes, you can create appointments in Zendesk Sell without associating them with a lead, contact, or deal. This feature provides flexibility for scheduling general meetings or personal appointments. To do this, navigate to the Today tab, click the…
How do I use Google Maps for directions to appointments in Zendesk Sell?
Using Google Maps for directions to your appointments in Zendesk Sell is a convenient feature that helps you navigate efficiently. When you add a location to your appointment, you can access directions directly within the Sell mobile app. To use…
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