E-Broker 5.0 Help

Classify an Appointment

Classify an Appointment

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Classify an Appointment

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Productivity Tip

I have always used a 3 appointment process, a first meeting, a report presentation and a business transaction. When I was selling full time, my goal was to have 3 first meetings per week - three new people into the start of the process. I found it useful to colour code these appointments in E-Broker, so I could see at a glance if my week was on track. I finished up with a blue colour for the first meeting and that became the goal, 3 blues per week. Providing I did 3 blues per week, the rest fell into place.

 

Classify an Appointment

1.Open up an existing appointment or make a new one.
2.Click on the colour block to the right of the Appointment Classification drop down

 

3.The Administration window opens

 

4.You can add new classification types and the click on the right hand colour bar to add your own colours.