- Firstly, click on the menu and click on ‘Diary’, find the appointment you are looking to move.
- You can either drag and drop the appointment to a new location, alternatively you are able to double click on the diary entry and manually change the date and time.
- You are able to move the appointment to a different Sales Person here by changing the person in the ‘For:’ box.
- Either of these moves will automatically save and enter a note into the lead page detailing the move.
