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the intent of this video is to show how to properly set an appointment in elites so once you get to the customers profile or the opportunity details theres two ways that you can do it first you can complete a task and then set the next activity which would be an appointment in this regard and that would that is preferred if you have any outstanding tasks that way you dont have any overdue tasks building up now one way that people have been doing this incorrectly is that theyve been changing the current task here to an appointment thats the wrong way to do it you want to make sure that you leave this how it is you can add what happened when you made the call if you made a call with either left message or sent text or whatever it might have been and then on the right side where it says next activity this is where you want to have the appointment so I would hit the drop down for activity hit appointment click here to set the proper date click these three dropdowns just at the proper t
