Setting appointments for leads

In this tutorial, we will cover how to an appointment to a lead profile within your CRM. This can be useful to help schedule follow up phone calls, showings & more.

 

Lead Details Page Steps to add an appointment

After selecting a lead from your main contact list, you will see this menu option at the top of your page.

  1. Select the second tab option. This is the Appointments tab. 
  2. Select Add New

  1. Fill out the requirements and select Save.
  2. You've successfully created a new appointment for your contact!
  3.  
  • leads, adding, crm
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