Buyer Consultation
Overview
Buyer Consultation Workflow manages communication with buyers who book a buyer consultation.
Performs actions when appointment status is New, Confirmed, Showed, No-show, or Cancelled.
The workflow will send a thank you message if the contact was referred by someone and the information has been entered into the system.
Schedule Buyer Consultation
- Find the contact
- Go to the contact detail screen
- On the Appointment tag click the +Add button next to appointment
- Select Buyer Consultation from the Calendar drop-down
- Select Day and time agreed to with the contact for the Buyer Consultation
- Click Save
Messages Used
Emails Used
- Buyer Consultation - Appt Confirmation (spanish)
- Buyer Consultation - Missed Appt (spanish)(Trigger link - Buyer Consultation Calendar)
- Buyer Consultation - Missed Appt Follow up (spanish)
- Buyer Consultation - Thank You (spanish)
- General Appt - Meeting in 1 Hour (spanish)
- General Appt - Reminder (spanish)
- Referrer Thank You (spanish)
Text Messages Used
- Agent Notified General Appt - New Request (spanish)
- Agent Notified General Appt - No Confirm
- Agent Notified General Appt - Replied
- Buyer Consultation - Missed Appt (spanish)
- General Appt - Cancelled (spanish)
- General Appt - New Request (spanish)
Workflow Triggers
- Buyer Consultation Calendar Status is New
- Buyer Consultation Calendar Status is Confirmed
- Buyer Consultation Calendar Status is Showed
- Buyer Consultation Calendar Status is No-show
- Buyer Consultation Calendar Status is Cancelled