To create an appointment for a specific lead in NOVA CRM, follow these steps:
Go to the People tab.
Search for the specific lead you want to add an appointment for.
Click on that lead to open the lead details page.
On the right side, locate the Tasks and Appointments section.
Click on Appointments.
Click on Add Appointment.
Fill in the appointment details:
Enter the Appointment Name.
Select the Type of appointment.
Add the Date and Time.
Specify the Location.
Click on Create New Appointment to save.
This will ensure you have a scheduled time to meet or follow up with your lead, helping to maintain effective communication and organization in your workflow.
For any queries, you can reach out to us at [email protected] or call us at our support toll-free number +1 844 644 0023.