Rescheduling an Event
There are several ways to reschedule an event:
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On the project dashboard or calendar page, click the calendar icon. Choose a new date and/or time and click Submit. |
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On a contact’s profile, scroll to the Events section and locate the appropriate event. Open the micromenu and click Edit. Update the date/time and click Update. |
Following Up
Spark allows for easy follow up directly from a calendar event to help make things as efficient as possible.
| Event Type | Follow-Up Task |
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Send an Email. Click Send an Email and confirm the subject, from email, from name, recipients, and template (if applicable) or compose an email. Click Send to send the email and complete the task. |
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Phone Call
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Log a Call. Click Log a Call to log the interaction. Add any relevant notes from the call. You can also update the contact’s Q&A, rating, and assigned team members or schedule another follow up event. Click Log Interaction to log the call and complete the task.
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Sales Center Visit
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Log an Interaction. Click Log an Interaction to log the interaction. Add any relevant notes from the visit. You can also update the contact’s Q&A, rating and assigned team members or schedule another follow up event. Click Log Interaction to log the visit and complete the task. |
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Meeting
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Log an Interaction. Click Log an Interaction to log the interaction. Add any relevant notes from the meeting. You can also update the contact’s Q&A, rating and assigned team members or schedule another follow up event. Click Log Interaction to log the meeting and complete the task. |
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Deposit
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Add Payment. Click Payment Due to open the deposit page and then click Add Payment. Record the payment details and upload an image of the payment if desired. Click Save Payment. |
With the exception of the deposit, the event types above are available by default. Any additional event types added to your project will also be available. Once the follow up task has been logged and completed, the calendar event will be automatically completed as well. Deposit events are an exception and must be completed manually.
Completing an Event
If you have already logged an interaction in relation to the calendar event and for deposit events, you can manually complete the event. On the project dashboard or calendar page, click the checkmark icon to the right of the event.
From the event page, click the Mark Complete button at the top.
Deleting an Event
Sometimes, a calendar event might need to be deleted. For example, a contact might cancel an appointment to visit the sales centre without rescheduling. Or, an interaction might occur that makes a scheduled follow up event unnecessary. To delete an event, click on it to open the event modal and click the trash can icon at the top.
Watch the Video Tutorial!