Setting Appointments for Leads

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Updated 1 year ago

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. 

Select the second tab option - the Appointments Tab

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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