Missing Appt Form Link

If the Appointment Form Link hasn’t yet appeared in a lead record, follow these steps to submit an Appointment Form entry.

Instructions

1. Open a blank (Non-Pre Populated) Appointment Form

   

2. In the FUB lead record that you’ve scheduled an appointment with, copy the lead ID

   

3. Past the lead ID into the ‘Follow Up Boss Lead ID’ field on the appointment form

   

Related articles

• Page:
  Missing Appt Form Link