Difference between revisions of "12 Leads Link"
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(Created page with "Can you create a New Appointment from the Lead screen? ♦ Definitely your can create a New appointment from the Lead screen. Go too Marketing Module, Select Lead List, Do...") |
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− | + | '''Leads Link''' | |
− | + | '''Can you create a New Appointment from the Lead screen?''' | |
+ | |||
+ | You can create a new appointment from the Lead screen. | ||
+ | * Go to '''Marketing''' Module | ||
+ | * Select '''Lead List''' | ||
+ | * Double click your '''Lead''' | ||
+ | * Click '''Appointment''' button and it will automatically load the main calendar | ||
+ | * Choose the timings (close the main calendar) | ||
+ | * '''Save''' to finish transaction |
Latest revision as of 04:49, 18 December 2014
Leads Link
Can you create a New Appointment from the Lead screen?
You can create a new appointment from the Lead screen.
- Go to Marketing Module
- Select Lead List
- Double click your Lead
- Click Appointment button and it will automatically load the main calendar
- Choose the timings (close the main calendar)
- Save to finish transaction