QVolt — Appointment Outcome

Open tasks

Open and overdue tasks for this contact. Mark done ticks them off in GHL.

Follow-up task

To add a new task, fill in a heading, date and time; it's created in GHL when you save.

Appointment outcome fields

Stage

Reschedule reason

Solar consultant *

Appointment outcome *

Both available? *

Did you do a phone close? *

Sales rep notes *

Site survey

Pre-filled from the Site Survey app; the Job pack check list ticks itself from the photos already uploaded. Optional here — fill in anything you know; these become compulsory on the Won forms.