Getting a prospect on a call or meeting is where deals are won. MrCAPI makes it effortless to log appointments, keep your schedule organized, and track outcomes.
1. Booking an Appointment
- Navigate to Appointments in your left navigation panel or open any lead detail card.
- Click the + New Appointment button.
- Choose the meeting type (Initial Discovery, Property Tour, Technical Demo, Proposal Review).
- Pick the date, time, and assigned team representative, then click Save.
2. Logging Meeting Outcomes
Once the appointment takes place, updating the meeting outcome keeps your pipeline analytics accurate:
- Completed: Prospect attended and call went well! Automatically logs a conversion signal.
- No-Show: Prospect missed the call. Prompt rep to schedule follow-up.
- Rescheduled: Moves the appointment to a new date without losing historical context.
💡 Pro Tip: Use the Calendar view in your sidebar to see all upcoming meetings color-coded by representative and type!