Creating an appointment for a prospect utilises the diary function in Eclipse, allowing you to manage your follow-ups.
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In the Prospects tab, click Prospects.
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Select your prospect and click Edit.
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Click either Add Appointment or Add Client Follow-Up.
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The Subject will be pre-filled, but you are able to change if required.
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Enter a Start and End Date and Time.
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Choose whether a Reminder will display on the screen prior to the appointment.
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Enter further Appointment Details if required.
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Click OK.
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This will now populate in the Diary.
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