How to Create Prospect Appointments

To create a Prospect Appointment, please follow the steps below.

Step 1. Navigate to the "Appointments" tab.

Step 2. Click "Create New" in the header.

Step 3. Enter the date and time in the pop-up modal.

Step 4. Submit the form to save the appointment.

To create a Prospect Appointment, please follow the steps below.

Step 1

Step 2

Steps 3 & 4