To work with or fulfill an appointment: 

1. Select Associate > Appointments > Find.  The Find Appointments window will appear.
   
   
   Filter options in the Find Appointments window include:
    

   Begin Date	Returns appointments with the selected begin date.
   End Date	Returns appointments with the selected end date.
   Result Type	Returns appointments based on result type: All Contact Unsuccessful, Try Again Later Made Contact, Need Follow-Up Made Sale, Set New Opportunity Did Not Make Sale, Set New Opportunity Discontinue Data Changed Initial Note.
   Associate	Returns appointments assigned to the selected associate.  If none are selected, it will default to the currently logged-in associate.
   Priority	Returns appointment with the selected priority: High, Medium, or Low.
   Appt Type	Returns appointments based on type: Registry Service Wish List Sales Opportunity.
   Status	Returns appointments with the selected status:  All Appointments Completed Appointments Only Not Completed Appointments Only.
   Customer	Returns appointments with the selected customer.

   
   
    
2. Enter values in the filter to narrow results and select OK.  The Appointment List window will appear.  
   
    
3. Select the appointment with which you wish to work and double-click or select Edit.  The Edit Appointment window will open.  In addition, the Customer Edit window will open for easy reference and to allow you to take notes.
   

   The left side of the Edit Appointment window contains the data provided when the appointment was created.  The right side of the Edit Appointment window contains fields for recording activity: 

   Type

   The type of result: Contact Unsuccessful, Try Again Later.  You should make notes in the appointment and change the dates as needed. Made Contact, Need Follow-Up.  You should make notes in the appointment.  A prompt for the follow up call within the appointment will appear. Made Sale, Set New Opportunity.  The Edge will close the current appointment and prompt you to create a new appointment for the future. Did Not Make Sale, Set New Opportunity.  The Edge will close the current appointment and prompt you to create a new appointment for the future. Discontinued.  The customer doesn't want to be contacted on this opportunity anymore; the chain will come to a close.

   Results

   Notes about the success of the appointment and what kind of follow up may be needed as described above.

   
    
4. Complete these fields and select a Save option.  The newly recorded action will appear in the History area on the bottom of the window. 

Working with Appointment Results

Example 1: Initial Appointment

Here is an initial appointment record in which we want to call a customer and tell her about an item she might want.

Example 2:  Completed Appointment with New Opportunity

When the appointment is complete, you can record the results and the appointment will be closed.  If the appointment is closed, either successfully or unsuccessfully, you will want to keep the conversation going, so The Edge will prompt you to make a new appointment in a new chain, closing the previous chain. 

The Appointment list view will show the new appointment and the results of the first.

Example 3:  Appointment Requires a Follow-Up Call

Suppose you try to fulfill the appointment, but the person is unavailable or unable to talk at that time.  You will want to record your actions and set a follow up time.  In the case of a follow-up, the history window will show the next action appointment in the same chain.  

Here is the initial appointment:

Here it is with the follow-up: