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Appointments – Leads

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< 1 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.


2. Under the Leads List, choose the lead profile you want to view.

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.