SUNDEK APPOINTMENTS CALENDAR

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Sundek Appointments Calendar

Here we’ll cover the main actions involved in scheduling an appointment through the Sundek Appointment Calendars automated system.
Please use this link so you can enter the Sundek Appointment Calendar.

  • 1. Login to Sundek’s Portal

    • Use your Sundek email and password

  • 2. Choose Sundek Sales Rep Appointment Calendar Dashboard
  • 3. Prepare the Lead Information

    • Make sure all lead information is ready for conversion.

  • 4. Convert the Lead

    • Click on “Convert” to start the conversion process.

  • 5. Enter Job Name

    • Type the job name (e.g., “ATV Server model”).

  • 6. Wait for Conversion

    • Wait until the system finishes converting the lead.

  • 7. Copy Opportunity Number

    • Once conversion is complete, go to the opportunity number.
    Copy the last six digits of the opportunity number.

  • 8. Access Sunday Appointment Calendar

    • Go to the Sunday Appointment Calendar.

  • 9. Filter with Opportunity Number

    • Paste the last six digits of the opportunity number into the filter field.

  • 10. Verify Customer & Sales Rep Information

    • Check that the customer’s information, sales rep’s information, and appointment date and time appear correctly.

  • 11. Check the Address

    • Ensure that the address is correct. If necessary, update the address.

  • 12. Send Email

    • Send the confirmation email.

  • 13. Wait for Email to Send

    • Wait a moment for the email to be processed.

  • 14. Refresh the Page

    • Refresh the page to check for updates.

  • 15. Verify Appointment

    • Confirm that the appointment date and time have been placed correctly in the system.

  • 16. Return to Calendar

    • Go back to the calendar view.

  • 17. Remove Hold

    • Remove the hold status from the appointment entry.

  • 18. Confirm Everything is Correct

    • Ensure everything is finalized and accurate.