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Booking a Phone Call

How to schedule a phone appointment with a new lead
MP
Matt Phillips
Updated 8 months ago
Booking a Phone appointment in ZipLeads will also create the phone booking in Exerp on your Sales Calendar.
This will send a confirmation message to the contact from ZipLeads as well as a reminder 24 hours before the appointment.
How to Book an Appointment:
From Contact card -
1. Right hand side of contact card up the top > select the appointment tab
2. Click 'Add New'
3. Make sure the correct calendar is selected from the drop down. Select your Date & time > Book Appointment.

From Conversations

1. Right hand side of conversation card down the bottom > select Book Appointment 

2. Make sure the correct calendar is selected from the drop down. Select your Date & time > Book Appointment.

Note: If you need to reschedule or cancel a phone booking please refer to this help video here:

https://fernwood.zipleads.com.au/articles/225699-how-to-adjust-phone-and-tour-bookings
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