R1/R2 Pipeline: Appointment Scheduled (3.0)

Full resource coming soon…

Internal Notifications #

1. The following appointment has been booked via your {{calendar.name}} Calendar.
   • General notification that alerts Leader that an appointment has been booked onto the Licensed Agent Calendar, the One Pagers Calendar, or the Command Demo Calendar.
   • Notification is sent to the leader assigned to that type of lead, even if a different user manages that calendar.
   • It is your responsibility to ensure you manage the calendars for the leads you’re assigned.
2. A recruit scheduled an appointment, but no Opportunity was found in the R1/R2 pipeline. The system has created one and placed it in the appropriate stage.
3. The lead below has registered for an appointment but was not found in the R1/R2 pipeline and is not identified as an EX recruit. They may exist in another pipeline or elsewhere in the database.