To help you assign, track, and record calls and appointments with customers, The Edge offers an appointment module. The primary purpose of this module is to allow you and your staff to create tasks that involve making contact with a customer to discuss potential sales, service jobs, and other business-generating conversations. This is not to be confused with clienteling and other broad marketing modules found in The Edge; it is designed to manage specific interaction with the customer for a specific objective.
There are three primary functions within the appointment module:
•Add Appointment
•Find and Edit an Appointment
•Bring Up the Next Appointment.