Appointment-Setting

Now with Quota Management and Schedule Blocking.

VanillaSoft's Appointment-Setting Module is designed specifically to make setting appointments for yourself, team members or for external sales people more efficient.

  • Set appointments for existing VanillaSoft users or external agents;
  • Access multiple calendars on a per-campaign basis to view availability and set appointments;
  • Automatic notification when an appointment has been set and send an Outlook vCard;
  • Specify the first appointment start time and last appointment end time;
  • Set a minimum appointment duration to avoid accidental overbooking;
  • Specify a maximum number of appointments per day that can be set for a salesperson.

 




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"VanillaSoft is amazing! This software povided an immediate increase in production by allowing us to better service our customers while optimizing the effectiveness of our sales staff. My team loves VanillaSoft because it's fast and easy and it frees up more time to spend on revenue-generating activity."
Leah Mirone
Lincoln Mortgage

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