When you offer an appointment to a lead or contact from Salesforce, the following occurs:

• From Salesforce, select the lead you wish to offer an appointment to and click the "offer appointment" button.

• The TimeTrade window appears and I select the activity or quick meeting I wish to offer an appointment for.

In the example below, an activity "time with Nancy" has been selected.

• Once the appointment type is defined, an email can be created to be sent to your prospect:

• Once your invitation is sent, a new task will be placed in Salesforce in the lead "Activities History" as shown below:

• Your prospect receives the email and schedules a time with you by clicking on the schedule button contained in the email.

• They pick a day and time that is convenient for them, enter the requested information and submit.

• Once the appointment is booked, you and the invitee receive an email confirmation of the booked appointment from TimeTrade.

In Salesforce, you will see a new task has been added and placed in the "Open Activities" listing as shown below:

NOTE: Once the activity has passed, it will then appear in the "Activity History" listing in Salesforce.

After the event is listed under Open Activities or Activity History, you can click the event name listed under the subject column to view the details of the event, as shown below: