Past Appointments: How to Find older estimates in Prospects

You can search past appointments easily with the steps in the video below or the documentation below the video:


Step One 
-In the Menu section, you will see the “Prospects” option at the top. Clicking it will open the “Prospect” page in step two below. 


Step Two 
-Next, search for the wanted prospect in the search bar or scroll through the prospects. Then tap the prospect that you want to open the appointment.

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