QVolt — Appointment Field Updater

Notes

All notes logged against this contact in GHL.

Add a note

Opportunity

Opportunity Name

Book Appointment

Phone: pick a free time from Jeremy's phone calendar and it books straight into GHL. In-Home: Open SEQ calendar & book shows the SEQ week; pick a blank numbered slot and Book this time renames it to "N. Client Name", adds the address above and colours it by Zone. Either way Appointment date/time is filled in for you.

Appointment type

Address

Or set the date/time manually:

Date

Time

Appointment status

Sets the status on the opportunity and on the GHL appointment itself (CANCELLED and Rep No Show cancel it in GHL; SAT marks it Showed; Client No Show marks it No-show). Clients are not emailed.

Status

Stage

Choosing a stage below changes which fields are required.

Pipeline

Pipeline stage

Appointment fields

Required when stage is set to Appointment Set. Region (Calendar) and Zone are also required if the DNQ/Lost reason below is Out of Area.

Appointment date *

Appointment time *

Appointment booked date Filled automatically the first time an appointment is saved.

Rescheduled date Filled automatically when the appointment date/time changes.

Consultation type *

Language

Region (Calendar) *

Zone *

Meeting address *

Install address *

Appointment notes *

Bill p/q *

Residence *

Partner name *

Home owner *

Selling <5 years or roof renovations/extensions required? *

LG building type *

LG roof type *

Existing solar? *

Shading *

Income type *

Age group *

Decision makers available? *

Advised confirmation required? *

Appointment booked by *

Confirm notes

Call back fields

Required when stage is set to Call Backs.

Call back reason *

Call back timeframe *

DNQ / Lost fields

Required when stage is set to DNQ.

DNQ/Lost reason *

DNQ/Lost notes *

Appointment Field Updater

Phone consultation – Jeremy

SEQ in-home calendar