Objective

  • Add a Visit from the Calendar from the Calendar tab
  • Option 1 - Attach a Prospect
  • Option 2 - Attach a Company


Procedure

  1. Click the Calendar tab 

  2. Select the date and time for your Visit

  3. The Create a new Event window pops up (Note 1)
  4. Type in Event Name, Address, and Notes information (Note 2)
  5. Adjust date or time as necessary (Note 3)

  6. Option 1 - Attach a Prospect
    1. Click on Find and Attach Contact

    2. The Find and Attach Contacts window pops up (Note 4)

    3. Search, Select, and Attach the Contact(s) (Note 5)

  7. Option 2 - Attach a Company

    1. Click on Find and Attach Company

    2. The Find and Attach a Company window pops up

    3. Search, Select, and Attach as you would for a Contact

  8. To view the attached contacts or companies, click the double-arrow to expand the respective area


  9. Click the Add button (Note 6)


    End State

    • A Visit has been scheduled on your calendar


    References

    • None


    Notes

    1. Ensure that pop ups are allowed for The Rocket!
    2. Event Name is a required field.
    3. Default visit duration is 30 minutes.
    4. The image shows the results of a search for Adams.
    5. Multiple selections can be made; e.g. for a meeting with multiple prospects.
    6. Optionally select Add Another to add another Visit