Assign Appointment to a Team Member
Steps to assign appointments to your team
Morgan
Last Update a year ago
Step 1: Inside the ParPrice portal, click the Calendar icon from the left side menu.
Step 2: Click on the appointment on the calendar you want to assign to a team member.
Note: Hover on the appointment date/time for a quick view of the lead details.
Step 3: When the appointment details open, click the Update button in the lower left corner.
Step 4: Select the rep(s) you want to assign the appointment to. Click Update.
Note: Reps will receive a notification with appointment details and the appointment will be added to the reps calendar in the ParPrice app.
