If you're an iOS user and haven't downloaded the Zendesk Sell mobile app, head over to the App Store to install the app on your mobile device to get started with managing your Lead, Contacts, and Deals on the go!
Seeing and managing your appointments in Sell allows you to see meetings in context with all the other details around that potential customer or client. From the Sell mobile app, you can create and edit meetings, get on-the-go directions to your next appointment, and quickly email meeting attendees to let them know you’re running late.
- How to Create an Appointment
- Edit & Manage Appointments
- View your Appointments
How to Create an Appointment
There are three ways to create an Appointment from the Mobile app.
Navigate to the Lead, Contact, or Deal you'd like to create an appointment with and click on the Appointments section.
Click on the + button to add a new Appointment.
Fill out the title and set the time and date to save the Appointment. You can also customize alerts, location, description, and select attendees. If you add a Location, you can get directions via Google Maps within the Sell mobile app. If you would like to send Appointment/meeting invitations, toggle the button next to 'Send Invitations'. By default, it does not send invitations, but if you toggle it on, it will send a meeting invite to the attendees. Click Done when you're ready to save.
You can also create Appointments without associating them to any Lead, Contact, or Deal. Quickly add Appointments from the Today page by clicking the global add option + at the top right of the screen.
To access your Calendar, navigate to the Today page and click on the Calendar section. Click on the + icon to create a new Appointment from Calendar.
To edit or view a previously saved appointment, click on the appointment. From this view, you can take several actions:
If you’re running late to a meeting, click this to send an update to your attendees letting them know when you’ll be arriving - 5 minutes, 10 minutes, 15 minutes, or 1 hour late.
Click this to email attendees.
Click this to navigate to the meeting location using Google Maps.
From the Calendar section on the Today page, you can view all of your Appointments. You can either view them in a list view or you can view them on a map . Toggle between the view options by clicking on the view icons.
List View Map View