Check In Appointment

You can proceed to check in on SalesShaper when you have arrived at the appointment location. To do so:

1. Log in to SalesShaper and go to ACTIONS.
2. From the action list, click on the specific appointment action.
3. Click on the CHECK IN button and select YES on the pop-up.
4. On the 'Update deal information' screen, you can add, modify or remove products on the "Products/Services Interested In" section.
   
   

   Note:
   On “Products/Services Interested In”, you can click the icon to add a new product. If you want to remove a certain product or service from the list, simply click the REMOVE button below it. You can also change the product’s quantity in the given field.

5. Write the discussion or conclusion of the appointment or meeting in the “Journal Update” field. You can also upload images, videos, voice notes and other files by tapping on the attachment icon.
   
   

   Note:
   To upload a file that is residing in your PC’s local storage, press to look for the file.

6. Once you have recorded all necessary notes, you can make changes to the deal's amount, expected closing date, status or stage.
7. If you’d like your manager to be informed immediately when this deal is updated, check the "Need manager's attention" checkbox.
8. Once you are done, you can update the information with or without adding a next action.
   Click UPDATE if you want to update the journal and deal information only. Otherwise, click UPDATE & ADD NEXT ACTIONS to add a next action.

Next Topic: Reschedule or Cancel Appointment ⋙