Book an Appointment for a Lead

Updated 2 years ago by Niall Clifford

  1. Select the Leads module at the bottom of the screen.

- Or -

Select Menu.

Next, select the Leads module.

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

  1. Select the + Icon.

  1. Next, select Appointment.

  1. Fill out the Appointment details and select Save.

  1. Alternatively, select the Activities Tab.

  1. Select Appointment.

  1. Fill out the Appointment details, and select save.


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