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Adding to the Calendar

Sales Team,

When adding a new customer to the calendar please:

  • Click "Create Event" below the calendar
  • Select "New Client" for the category (New Clients are in Blue) (Legacy Customers are in red)
  • Interview slots don't count legacy customers only numbered new customers
  • Format the entry "1. First Last" as the title
  • Pick a 1/2 hour interview time, but probably avoid lunch time if you can

If a customer calls up and needs to change the time and date, have them call Erin directly. Thanks


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