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