How to Generate Appointments When an NFPM Deal Has None
This guide explains what to do if an NFPM deal shows no associated appointments in HubSpot. By locating the deal and using the “Generate Appointments” field, you can trigger an automated workflow that creates the full set of appointments. After refreshing the page, the newly generated appointments will appear and can then be scheduled and managed as usual.
Frequently Asked Questions Answered in this Video
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What should I do if an NFPM deal has no appointments?
Answered at: 0:00 – 0:33
If a deal shows zero appointments, locate the deal and use the “Generate Appointments” field to trigger the workflow.
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How are appointments generated for NFPM deals?
Answered at: 0:33 – 1:16
By setting “Generate Appointments” to Yes, the system automatically creates the full set of appointments after refreshing the page.
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When will the appointments appear after triggering generation?
Answered at: 1:16 – 1:36
Appointments are created shortly after the workflow runs; refreshing the page will display them once ready.
Resource Asset
Generate Appointments for NFPM Deal
Video Transcript
0:00 – Trainer
Hello everyone. For today, I will be showing you what to do when your NFPM deal doesn’t have an associated appointment.
0:13 – Trainer
First thing you need to do is locate the deal. For example, this one: Appreciation Test Round 2. As you can see on the right-hand side, it is showing zero appointments.
0:33 – Trainer
To generate appointments, go to the left-hand side, open the fields about this deal, and locate the field Generate Appointments.
0:48 – Trainer
Click Yes. This will trigger the workflow which automatically generates the appointments.
1:16 – Trainer
After waiting a short while and refreshing the page, the appointments are now created. In this example, 19 appointments were generated.
You can now go on and treat your patients. Thank you.