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Close Event vs Personal Comeback (Mobile)

Understand the difference between a Close Event and a Personal Comeback.

Hunter Allred avatar
Written by Hunter Allred
Updated over a week ago

Close Event

Use for appointments you want tracked by your team.

  • Scheduled customer appointments to close deals

  • Shows up on team calendars and reports

  • Counts toward your stats and KPIs

  • Your manager can see these appointments

Example: You have an appointment to present a solar proposal to a customer and close the sale.

Personal Comeback

Use for personal reminders and follow-ups.

  • Return visits and follow-ups

  • Personal reminders to revisit a location

  • Not tracked by your team or in reports

  • Only you see these on your calendar

Example: A homeowner says "I'm busy now, come back tomorrow at 3pm" - create a Comeback to remind yourself.

Quick Rule

  • Closing a deal? β†’ Use Close Event

  • Personal reminder? β†’ Use Comeback

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