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12 Leads Link

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Revision as of 04:49, 18 December 2014 by Angelica (Talk | contribs)

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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