Schedule Mock appointments to get more Macs

To schedule a "mock" appointment, follow the steps below:

1. Open the "Prospects" tab of your VectorImpact App. Search for the name of the person you would like to schedule a "mock" appointment with.

2. Click on their name and that will open their profile. From there under "Tasks" click "Book Appointment." Click "Book Appointment" on the next page as well

3. Schedule a "mock" time for this appointment and click "SAVE." Skip sending the meeting confirmation as you will send this when you book the real appointment

4. From the menu bar, go to the schedule section. Click on the name of the person you just scheduled in the app. Scroll down and under the tasks, you will now see one labeled "Send Access Meeting Codes." Select that option

5. An automated message will be created for you with all the information needed. Click "DRAFT TEXT MESSAGE" and send to your customer in via text. Have your customer click the link in the text you sent to download the MyCutcoRep app on their device (or have them download directly from the app store)

6. Have your customer enter your Rep Number and Meeting Number that was sent to them via text. Once completed select continue.

7. Your customer will have to answer a few questions. Just select either option to go past all of these

8. Once you get past the questions, your customer will see your profile with bio. At the bottom of the screen, have them click "SHARE." They will be prompted to allow access to their contacts. Once they do, a full list will show on their screen

9. Have your customer go through their full list and select as many people as they would like to send over to you. (The record is OVER 300!) Once they have selected the people to send, click "Share Contacts." You will now be able to see all of the contacts they shared in your VectorImpact app in the "Referred" section of the prospect tab.