Appointments

Appointments connect a lead to a time on your calendar.

Scheduling

Schedule from a contact attempt by selecting "Schedule Presentation," or use the appointment action on any contacted lead. For prospects ready right now, start an instant appointment.

You must contact a lead at least once before scheduling.

Managing

Once an appointment exists, you can mark it as No Show, cancel it, or reschedule to a new time. All changes are logged in the lead's activity history.

Appointments show up on your Schedule alongside agency events and recruiting schedules.