How to create a sales appointment [Video]

In this training video, you can learn create an appointment for a salesperson within the adminbase diary. This allows you to assign a lead to a salesperson.

In Brief

  • Navigate to Leads and open a Lead Record. Then click on the Appointments tab

  • Click on the Diary button and open the Sales Diary

  • Use the date picker to select the date for the appointment. Clicking on the Day button will open this date within the day view.

  • Click Unassigned and drag the lead to the relevant time and salesperson

  • Using the blue border around the appointment you can resize and move this appointment to a different time or salesperson

  • Back within the lead record you can see the details of this appointment

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