How to Use Appointment Planner

Appointment Planner

The Appointment Planner is a tool that is directly integrated into Pipeliner CRM. It enables you to find the best time across time zones when scheduling appointments with your prospects or customers.

Appointment Planner is accessible directly within the appointment date and time settings.

Pipeliner CRM Appointment Planner Access

Once you open Appointment Planner, you will access a new visual interactive time zones map. Here are the main productivity tools within the appointment planner that you will love:

  • You can drag the start/end date to the time you prefer and immediately see how your local time converts to the different time zone.
    Pipeliner CRM SP Appointment Planner Drag and Drop
  • You can change the time zones you would like to view by simply adding or removing zones.
    Pipeliner CRM Appointment Planner Zones
  • Once you configure the time that suits you and your customers, just hit save and Pipeliner will remember your selections. A big time savings!
    Pipeliner CRM Appointment Planner Setup
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