Creating an ad-hoc appointment
To book an appointment select New > Appointment from the lead summary page.
You can then customise the appointment details or select an appointment type. Click on Next to proceed.
If creating a custom appointment, select the user thenconfirm the date and time for the appointment.
A summary of the appointment details will be shown on screen. Click on the back button if you need to make changes, otherwise click on Save to continue.
The appointment will then show on the lead summary page and in the connected calendar.
Creating an appointment via appointment types
The process is very similar to above, to book an appointment select New > Appointment from the lead summary page.
You can then customise the appointment details or select an appointment type -If an appointment type is selected the user can't be changed in the next step - Click on Next to proceed.
You can now confirm the date and time for the appointment.
A summary of the appointment details will be shown on screen. Click on the back button if you need to make changes, otherwise click on Save to continue.
The appointment will then show on the lead summary page and in the connected calendar.
Editing an existing appointment
Appointments can be edited directly from the lead in FLG. This will also update the appointment in the connected calendar.
Navigate to the lead summary page that has the appointment that you'd like to edit. Click on the pencil icon next to the appointment.
You can then customise the appointment details. Click on Next to proceed.
Select the new date and/or time and then click on Next.
The updated appointment will then be shown on the lead.