Appointments – Leads

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2 min read

Where can I see the appointments I have added to my leads?

1. To see the appointments you have added to your lead, go to the ‘Leads’ section.

saphyte leads tab

2. Choose the Lead profile under the Leads List. For easier search, you can use the ‘Search’ box. Enter either the code, name, phone number, or email address to pull up the lead data, or just select the lead profile from the leads list.

saphyte search tab

3. Click on the ‘Appointments’ tab. On the Appointments tab, you can find the tasks that have been applied to your Lead. The number beside the word ‘Appointments’ indicates how many tasks have been placed to your Lead. You can view the appointments set for today, upcoming days, next week, or all the appointments.

saphyte appointment

4. You can also add an appointment just by clicking on  ‘+ADD APPOINTMENT’.

saphyte add appointments

5. Fill in the necessary details as to the ‘Appointment Type’, ‘Scheduled Date’, ‘Time’, and the rest of the Appointment details.

saphyte appointment type

6. You can associate the appointment to your ‘Managers’ and ‘Team Members’.

saphyte appointments team member

7. Once done, click on ‘SAVE’.

saphyte save appointments