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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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Can you create a New Appointment from the Lead screen?
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'''Leads Link'''
  
♦  Definitely your can create a New appointment from the Lead screen. Go too Marketing Module, Select Lead ListDouble click  your lead, then at the bottom of the Lead card click on Appointment button and it will automatically load the main calendar, choose the timings, close the main calendar and Save to finish transaction.
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'''Can you create a New Appointment from the Lead screen?'''
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You can create a new appointment from the Lead screen.
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* Go to '''Marketing''' Module
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* Select '''Lead List'''
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* Double click  your '''Lead'''
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* Click '''Appointment''' button and it will automatically load the main calendar
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* Choose the timings (close the main calendar)
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* '''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