Step 6: Review and Schedule

1. Review Appointment Details: Confirm all entered details with the customer.

2. Save the Appointment:

   • Click Schedule to save and book the appointment.

   • Note: If Schedule is not clicked, the appointment will not be saved.

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Scheduling Options:

• Schedule: Saves the lead appointment.

• Schedule & Start a New Quote: Saves the appointment and begins a new quote for this lead.

• Schedule & Start New Lead: Schedules the appointment and starts creating a new lead.

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