Mastering the Appointment Report
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Questions and Answers

Which details are included in each entry of the appointment tracking feature?

  • The date and time of the appointment
  • The calendar on which the appointment was made (correct)
  • The contact's phone number
  • The outcome of the meeting

    • What does the 'source' field indicate in the appointment tracking feature?

  • The staff member who created the appointment
  • The type of appointment
  • The contact's location
  • The marketing channel that generated the appointment (correct)

    • What can you do by clicking on the 'source' in the appointment tracking feature?

  • View all the contact information (correct)
  • Export the appointment data
  • Delete the appointment
  • Edit the appointment details

    • What can you track using the appointment tracking feature?

    <p>The effectiveness of different marketing funnels</p> Signup and view all the answers

    What can you export the appointment data as in the appointment tracking feature?

    <p>A CSV file</p> Signup and view all the answers

    Which tab provides valuable insights into your meetings that are booked on your calendar?

    <p>Appointment Report</p> Signup and view all the answers

    Where can you find the 'Appointment Report' tab?

    <p>Reports</p> Signup and view all the answers

    What does the 'Confirmed' section in the reporting dashboard indicate?

    <p>Number of meetings you have confirmed</p> Signup and view all the answers

    How can you apply a filter in the Appointment Report tab?

    <p>Select the calendar from the dropdown</p> Signup and view all the answers

    What does the graphical representation at the bottom of the dashboard show?

    <p>Complete insight of calendar and funnel</p> Signup and view all the answers

    Which information is NOT included in each entry of the appointment tracking feature?

    <p>The outcome of the meeting</p> Signup and view all the answers

    What does the 'All' tab in the appointment tracking feature allow you to do?

    <p>Apply filters to the table based on meeting outcomes</p> Signup and view all the answers

    What can you gain insights into by regularly reviewing the data in the appointment tracking feature?

    <p>All of the above</p> Signup and view all the answers

    What does the 'column tab' allow you to do in the appointment tracking feature?

    <p>Select various categories related to contact information</p> Signup and view all the answers

    What is the purpose of exporting appointment data as a CSV file in the appointment tracking feature?

    <p>To manipulate and use the information for business strategies</p> Signup and view all the answers

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