- 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.
- 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)’.
- 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.
- To finish this process, please scroll to the bottom of the page and press update.
