Disposition Form
Follow Up Boss Lead ID(required) | Text | This field is pre-populated, and controls which contact record in Follow Up Boss the form data will sync with. |
Appointment Form ID(required) | Text | This field is pre-populated and indicates which Appointment Form entry is being assigned. |
Lead Last Name (required) | Text | The contact's last name is entered here. |
Appt Disposition: Did the Appt Happen? (required) | Dropdown
| The Appt Disposition field indicates if the appointment happened or not. If ‘Yes’ is selected, the Appt Met Date field will appear. If ‘Rescheduled’ is selected, the Rescheduled Appt Details section will appear. |
Appt Met Date (required) | Date | The date that the appointment happened. |
Was the Appt Qualified? | Dropdown
| This field is not included in the standard form and can be added upon request. |
Why wasn't the Appt Qualified? | Text | This field is not included in the standard form and can be added upon request. |
Did the client sign a buyer agreement and/or listing agreement? | Dropdown
| This field is not included in the standard form and can be added upon request. |
Appt Rating (required) | Rating | This field is not included in the standard form and can be added upon request. |
Why Didn't the Appt Happen? | Dropdown
| This field is not included in the standard form and can be added upon request. |
Next Step | Dropdown
| This field is not included in the standard form and can be added upon request. |
Contact Stage | Dropdown
| This field is not included in the standard form and can be added upon request. |
Rescheduled Appt Details
Field | Field Type |
Rescheduled Date (required) | Date |
Rescheduled Time (required) | Dropdown |
Rescheduled Location | Dropdown
|
Zoom Link | Website Url |
Appointment Note
Field | Field Type |
What are the next steps to get the client to the finish line? | Paragraph Text |
Notes | Paragraph Text |