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Edit a Lead via Calendar

Edit a Lead via Calendar

Owned by Shonal Singh
Dec 31, 2024
2 min read

Using the Calendar:

  1. Navigate to the lead via the Calendar.

  2. Right-click on the lead and select Open (or double-click on mobile devices).

    • Alternatively, double-click the appointment to open the appointment modal.

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  1. Scroll down and click Edit Appointment.

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  1. Click Back to make changes.

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  1. Edit the appointment details and click Next.

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  1. Once done, review the updates and click Schedule to save the changes.

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