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Opening appointments and recording outcomes, turning WhatsApp conversations into the branch record, and never forgetting a client with reminders and follow-up rules.
3 lessons · 16 min read
Start the course- 1 Opening an appointment and recording the outcome Scheduling a viewing on the Appointments screen, sending the invitation and closing the appointment with an outcome. An appointment without an outcome cannot open a sales file. 6 min read
- 2 Turning WhatsApp conversations into a record Connecting the WhatsApp Business account under Communication Settings, the Client Conversations screen, and linking conversations to the client file. 5 min read
- 3 Reminders and follow-up rules Opening tasks on the Reminders screen, reading the Today screen, and generating tasks automatically for silent clients with Follow-up Rules. 5 min read
Next course: Month end →