Clients
For whoever calls your leads

Book a lead by hand.

A lead agrees a time on the phone or by message? Put it straight in your CRM calendar. Two minutes, on a computer.

1Open your calendar

Sign in to your CRM.

  1. Calendars (left menu)
  2. Manage view
  3. Tick your name, so your bookings show. You only do this once.
  4. New
Calendars in the left menu, Manage view, tick your name, then New

2Pick the lead

  1. Calendar: your booking calendar. It is usually picked for you.
  2. Type the lead's name, email or phone
  3. Click them in the list
The calendar field, the contact search, and the lead in the list

Not in your CRM yet? Click Add new Contact and enter their name and email.

3Pick the time

  1. Date
  2. Slot: the times you have open
The date field and the list of open slots

4Save it

  1. Meeting location: leave it on Calendar default
  2. Status: leave it on Confirmed
  3. Book appointment
Calendar default, Status Confirmed, then Book appointment

Done. The call is in your calendar with its video link.

5Move or cancel it

Later on, click the call in your calendar.

  1. To change the time: the pencil
  2. To cancel: Status, then Cancelled
The pencil at the top and the Status list at the bottom

All on one page

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