Contact Entry Instructions
Fill in information here (from info on paper)
Keep the paper, it’s your backup
Look up contact in Market Sharp
Add an appointment
Go to contact and click the small icon next to the calendar that brings you to slot scheduler (or open slot scheduler and set from there)
This will show the exact number of spaces booked and how many are available for a give day and time
Select a slot with an opening (do NOT book if the slot says ex: 10/10 booked)
Make sure you’re the one that set the appointment and that no salesperson is assigned to the contact yet
Under the inquiry in marketsharp click the pencil icon and make sure the “Canvasser” is under your name
If there are multiple inquiries on a single contact be sure you are editing the home show inquiry
Take accurate notes to avoid cancels/wasted time
Lead Form
*All starred items are required to qualify for payout
