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Manual Appointment setting

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Apre Davenport11d ago

This lead wants me to call him back tomorrow because he is at work. He has a lot of questions and could be a potential deal. I am unable to manually schedule an appointment for him on the CC calendar Zach Peter, Alex Doonanco. I am going to just put him on my outlook calendar, but for Retention that is going to be something that's important. As Brandon spoke about yesterday agents are only reaching back out to 10% of the call back request. Can we update that please. 

Activity(1 comment)

JO
Jacob OwensTEAMMay 21

Hi Apre we actually just shipped this feature yesterday you should be able to manually book an appointment with a customer by going to the customer page and clicking on the calendar button in the top right corner

JO
Jacob OwensTEAMmoved this from Under ReviewIn Progress
May 21
JO
Jacob OwensTEAMmoved this from In ProgressCompleted
May 22
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This lead wants me to call him back tomorrow because he is at work. He has a lot of questions and could be a potential deal. I am unable to manually schedule an appointment for him on the CC calendar Zach Peter, Alex Doonanco. I am going to just put him on my outlook calendar, but for Retention that is going to be something that's important. As Brandon spoke about yesterday agents are only reaching back out to 10% of the call back request. Can we update that please. 

Hi Apre we actually just shipped this feature yesterday you should be able to manually book an appointment with a customer by going to the customer page and clicking on the calendar button in the top right corner