Appointments can be marked as complete from the lead in FLG or from the user's dashboard.
Completing an appointment from the dashboard
You'll see the appointment as part of the task list. To mark the appointment as complete click on the button with the tick mark.
Once that's done the appointment will no longer show on the dashboard and will be marked as complete on the lead (see below for an example of this).
Completing an appointment on the lead record
Navigate to the lead summary page that has the appointment and then click on the button with the tick mark.
The appointment will then show as completed in the activity history.
Need more help?
We always aim to provide great support to everyone. Contact our support team for help and advice or let us know how we can improve FLG on our feedback site.
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