- Select the Leads module at the bottom of the screen.
- Or -
Select Menu.
- Select the Leads module.
- Select the lead which you want to book an appointment with.
- Select the + Icon.
- Next; select Appointment.
- Fill out the Appointment details and select Save.
- Alternatively; select the Activities Tab.
- Select Appointment.
- Fill out the Appointment details; and select save.