View appointments made on a lead

Created by Daniel Beckett, Modified on Thu, 18 May, 2023 at 4:14 PM by Daniel Beckett

Scheduled appointments are visible from the user dashboard or from the lead summary page.

In the example below you can see the appointment near the top of the activity list.

If you want to see only appointments this can be done by using the filters found at the bottom of the page.

Select View All Appointments.

You can then apply the filter.

Any upcoming or completed appointments will then be displayed in the activity list.

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