Create appointments for lead tasks

Create appointments with your stakeholders to conduct business discussions for your lead.

Before you begin

Role required: sales_agent

About this task

You can create appointments only after creating a lead task. To create a lead task, see Add lead tasks.

Procedure

1. In the CSM Configurable Workspace, select the List view.
2. Navigate to Lead > All.
3. Select the lead task you want to work with and select the Appointments tab.
4. Select New to start a new appointment or select an existing appointment to make changes.
5. Fill in the fields in the Create New Appointment form.
   For a description of the field values, see .
6. Select Save to save the appointment and send it later or select Send activity to send it now.