Sales Operations
Tracking and Scheduling Appointments
Last updated: July 18, 2026
Appointments and demo calls are the strongest indicators of intent in sales.
### 1. Scheduling an Appointment
Open a lead detail view:
- Click **Schedule Appointment / Meeting**.
- Select the topic or product, number of attendees, and scheduled date.
- Save to schedule.
### 2. Capturing Meeting Outcomes
After the meeting, log the outcome in MrCAPI:
- **Completed**: Appointment was successful; triggers optional CAPI feedback event.
- **No-Show**: Automatically schedules follow-up tasks.
- **Cancelled**: Prompts the rep to reschedule.