To view or create appointments:
1. Click on the People tab
2. Select the particular lead
3. Look for the Appointments option on the upper right side
4. Under Appointments, you can view your open appointments
5. To create a new appointment:
- Click on Add Appointment
- Fill in the appointment name
- Select the type
- Enter the description
- Add location (except for online meetings or calls)
- Set date and time
- For online meetings, you can invite additional people by adding their emails
- Click on Create Appointment
For any questions, you can reach out to us at [email protected] or call us at our support toll-free number +1 844 644 0023.