Adding Rights for Inside Sales and Best Practices for Appointments

In this video,you will be shown how to add specific rights for inside sales to a user and share best practices for working with old appointments. First, we will go through the process of adding the rights to a user in the admin panel. Then, I will demonstrate how to search for and access appointments using the admin and end-user sides. Finally, I will explain how inside sales reps can utilize the admin panel to send customer portal access to customers.