Follow Up Appointment

What we mean by this is when a contact shows up to their appointment, wants to become a member, use the service, etc., however, is not able to at this time due to an extenuating circumstance (i.e. finances, divorce, credit repair, etc.). Is it a win or a loss?

Ideally, your client rebooked an appointment with them in the future, so you can simply book another appointment on your GHL for the time that the client tells you.

HOWEVER, if this is not the case, it is a Loss. The reason for this is because that specific appointment did not result in a close. Further, it is up to your client to mark “Win” or “Loss” for each appointment, so they are aware of each situation. However, when the time comes, and the client meets with the contact again (and results in a close/win), all they need to do is look up the contact in the Loss Opportunity and drag it over to win.