Calendar Organisation

We recommend colouring and ranking your consult calendar so you can stay organised and focused at a glance.  As you connect with and hear back from people during the Pre-Call Confirmation, change the colours of your appointments to the following: 

Colour		Represents	Explanation
	Dark Blue	Future Consults	Yet to start Pre-Call
	Salmon	Unconfirmed	Pre-Call underway but unconfirmed
	Purple	Confirmed	Founder confirmed consult
	Orange	No-Show	Founder didn’t show up to consult
	Yellow	Follow-up	Founder follow-up call scheduled (potential sale)
	Green	Sold	Founder converted to a customer
	Dark Purple	Unsold	Didn’t close or schedule follow-up
	Light Blue	No Funds	No possible way to access funds for a Doer
	Red	Red Flags	Someone we don’t want to work with OR are out of scope
	Grey	Cancelled	Founder or SAM cancelled consult

This can be done by clicking on the appointment and then selecting the colour icon from the left hand side:

Your Calendar will now look like the below example and you’ll get used to being able to understand everything at a glance including: 

• Your previous day/s conversions and results

• Your current day’s schedule

• Your next day’s confirmed calls

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