PlayBooks Update: Scheduling Appointments With Prospects

Everyone wants to set an appointment with the perfect prospect. With the AI-powered sales boosting Playbooks software, you can organize and remember these appointments. Appointments set through Playbooks are saved to your calendar to ensure you never miss an appointment again. Using Schedule Appointment in Playbooks It’s easier than ever to schedule an appointment with your prospect, so here’s a few steps you need to take in Playbooks to set up a meeting: Click the “Schedule Appointment” button at the bottom of the record and then enter a date and time for your appointment. Select a follow-up Play; the prospect will be put into this...

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