Installation Company ERP / CRM


How to Move an Appointment in the Lead Page

  1. Firstly, click on the menu and click on ‘Live Leads’, alternatively type in the lead number you are looking for in the search bar at the top of the page.
  2. Load the lead page for the customer, look on the right-hand side to see where the appointment is currently and click where it says ‘Booked For: (Sales Person)’.
  3. Find the current appointment date and either drag and drop the appointment to another space, alternatively you can delete the appointment and rebook at a later date or manually type the new date in by double clicking the appointment. This will take you back to the lead page.
  4. To finish this process, please scroll to the bottom of the page and press update.

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