Book an Appointment for a Lead
- Select the Leads module at the bottom of the screen.

- Or -
Select Menu.

Next, select the Leads module.

- Select the lead which you want to book an appointment with.

- Select the + Icon.

- Next, select Appointment.

- Fill out the Appointment details and select Save.

- Alternatively, select the Activities Tab.

- Select Appointment.

- Fill out the Appointment details, and select save.
