Edit a Lead via Calendar

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.

Open

3. Scroll down and click Edit Appointment.

Open

4. Click Back to make changes.

5. Edit the appointment details and click Next.

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