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      1. Corcoran Horizon Knowledgebase
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      Scheduling Meeting in HubSpot

      This is to schedule meetings with Realtors (buyer appointments, CMA appointments, etc.)

      1. Click on the clients name i.e., Jatinder

      Click on the clients name i.e., Jatinder

      2. Click on Schedule a meeting

      Click on Schedule a meeting

      3. Type in the Subject line

      Type in the Subject line

      4. Click on 2 attendees

      Click on 2 attendees

      5. Type the agent who is meeting the client i.e., Linda Cabral

      Ensure you select the agent whose email is @regoteam.com

      Type the agent who is meeting the client i.e., Linda Cabral

      6. Ensure all details are included (date/time/location)

      Ensure all details are included (date/time/location)

      7. Click on Save

      Click on Save

      Continue to update the Deal:

      There should always be a deal created on the clients profile once a client type is selected. Do not add additional deals - this will cause duplicates

       

      1. Select the Deal with Buyer Inquiry/Appointment Scheduled/Active Buyer stage

      Select the Deal with Buyer Inquiry/Appointment Scheduled/Active Buyer stage

      2. Edit the deal name to the property

      Edit the deal name to the property

      3. Example "123 Main St., Cambridge"

      Note: This must be formatted the same Street Number, Name, City

      Example "123 Main St., Cambridge"

      4. Enter the Amount of their budget/price of home

      Enter the Amount

      5. Click on Save

      Click on Save

      6. Change the Stage by clicking on Buyer Inquiry

      Change the Stage by clicking on Buyer Inquiry

      7. Click on Appointment Scheduled

      Click on Appointment Scheduled

      8. Enter the Deal Property Type

      Enter the Deal Property Type

      9. Click on Date ISA Booked Appointment (Not appointment date)

      Click on Date ISA Booked Appointment (Not appointment date)

      10. Add the Agent who is attending the appointment

      Add the Agent who is attending the appointment

      11. Enter the Deal Source

      Enter the Deal Source

      12. Save

      Save

       

      Please ensure to record internal notes for the agent to log into HubSpot and see their meeting information prior to attending.