Edit Appointments

Discover how you can easily modify your appointments without having to create a new one. This will save you time and hassle, making scheduling much more convenient for you.

Step 1 – Open Lead > Appointment

Simply navigate to the Lead’s page and check the right-hand side. You’ll see the current appointment listed there, and can easily edit it to ensure the Lead’s needs are met.

Make any necessary edits to ensure everything is up to date and accurate. We want to make it as easy as possible for you to manage your appointments and keep your leads informed every step of the way.

Step 2 – Edit Appointment

When you have scheduled an appointment with a lead, you can easily access and modify it by clicking on the appointment’s title. This action will take you to a pop-up window where you can make the necessary changes to the appointment details.

By following this simple process, you can efficiently manage your appointments and ensure that you are always on top of your schedule. So, next time you need to edit an appointment, remember to click on the appointment title for quick and easy access to the editing options.

You are able to change and edit the Following information:

— Title

— Location

— User Attendees

— Contact Attendees

— Date

— Start at

— End at

For any questions or concerns, feel free to reach out at [email protected]. We’re always happy to help!