Callbacks
A callback is a reminder to call a lead at a set time. Set one on the lead's page (Reminders), from the list's row icons, when you log a call, or by asking Vaulty (call back Mike Friday 2pm).
Due callbacks show under Leads, Callbacks due, with a count. Managers see their people's late ones under Late callbacks.
Appointments
On a lead's page, under Appointments, press Book: when, how long, phone, video or in person, and a note. Managers can book on someone else's calendar. Two appointments on one calendar never overlap.
To let the lead pick a time, press Make a booking link and send it. See Booking links and calendar sync.
The calendar
Calendar at the top shows your week or day: appointments as blocks of time, callbacks as moments above them. Managers can open the calendars of the people whose leads they see.
Today
On wide screens, the thin bar of icons on the right opens Today (your appointments and callbacks today), Callbacks due, Not called yet and Recent leads.
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