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.
- Select the second tab option. This is the Appointments tab.
- Select Add New
- Fill out the requirements and select Save.
- You've successfully created a new appointment for your contact!