Where Can I Get Transcripts of Lisa's Conversations?
Lisa records her conversations with prospects in transcripts. Many clients review these before their appointments. There are three places you can get them:
- Prospects.csv has a link to every conversation with every prospect,
- The appointment with the prospect on your calendar has a link, and
- Guest cards in your property management system will have a link in the notes in most cases.
To review the day's appointments, the easiest way is to:
- Sign-in to your calendar at outlook.com or calendar.google.com,
- Navigate to the calendar page for the day,
- Click on the appointment that interests you, and
- Click on the Transcript link for that appointment.