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Add lead tasks › Lead Management › Lead and opportunity apps › Use › Sales Customer Relationship Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

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
Image omitted: list-outline-24.svg
view.

  1. Navigate to Lead > All.

  2. Select the lead task you want to work with and select the Appointments tab.

  3. Select New to start a new appointment or select an existing appointment to make changes.

  4. Fill in the fields in the Create New Appointment form.

    For description of the field values, see Create new appointment form.

  5. Select Save to save the appointment and send it later or select Send activity to send it now.

Parent Topic:Add lead tasks

Related topics

Install and configure Lead Management

Lead Management