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- A Lead will show on the calendar in Yellow
- A Private Appointment will show on the Calendar in Orange
Lead colours can be changed/managed through your lead statuses, more help can be found here.
Lead Appointments displayed in the calendar
The coloured box on the top right of each appointment is how far in kilometers each appointment is from each other (this will not calculate the start kilometers from the office/home address of the rep.)
Green = less than 10 kms
Orange = 10 - 20 kms
Red = + 20 kms
Update/Change lead status
Use Leads Search to find lead, click lead, opens Summary page, click Back button to edit, change status in top right, then Next, click Schedule to save.
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