In this tutorial, we will cover how to an appointment to a lead profile within your CRM. This can be useful to help schedule follow up phone calls, showings & more. 

Step 1 - Log in to your website dashboard

Step 2 - Select LiveBuyers CRM 

Step 3 - Select a Contact

After selecting a lead from your main contact list, you will see an array of tabbed menu options including Requests, Appointments, Log-Ins, Viewed Listings and Saved Searches. 

  1. Select the second tab option. This is the Appointments tab. 
  2. Select Add New

Once you've filled out the Event form your reminder will be scheduled and visible in your Calendar moving forward. 

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