Appointment Setting in Global Data is a place where you can set preliminary, discovery call outcomes for the leads who are in Potential, Qualified or Disqualified status.
Approved → Lead qualified for Strategy Call, and will proceed to a call with Closer
Rejected → Lead disqualified
Navigate to Global Data → Appointment Setting:
Locate the Lead you would like to Approve, and schedule a call with the Sales team, or Reject, to block further lead journey
Click on the "Outcome" button on the right of your screen
Select between Approved or Rejected
If Approved, you will be asked to select Event and Host, and select time and date of the call with the Sales team. After the completion, Setting Outcome badge will appear, showing Approved in green
If Rejected, badge "Rejected" in red will be placed inside of Setting Outcome column
Pro tips
In order to speed up the process for adding Appointment Setting outcomes, click:
Add filter button
Select Setting outcome = IS pending
and all leads where missing outcomes will appear on your screen