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Leads - Rebook

Leads - Rebook

Owned by Alex Morrisson
Last updated: Dec 31, 2024 by Shonal Singh
1 min read

Rebooking allows you to book a lead with the same details on another date or time. This allows you to quickly add the same details should more time be required to complete the in-home quoting process.

Note: Rebook will create a new Lead number

Follow the steps below to rebook an appointment.

  1. Navigate to and open the lead. Leads - How to Find an Existing Lead

  2. Click the dropdown arrow next to the Schedule button, then click Rebook.

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  1. Update the details as required (e.g. the date or time) and click Next.

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  1. Review the details and click Schedule to save the new Lead.

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