Accessing the Appointments Tab
In the left-hand navigation menu, click Appointments.
This opens a full list of all scheduled appointments across your agency.
You’ll see a table organized by:
Column | Description |
Lead | The name of the lead. |
Date & Time | When the appointment is scheduled. |
Contact Info | Lead’s phone number. |
Type | Indicates if it’s a Phone Call or Field Appointment. |
Agent | The assigned agent for that appointment. |
Actions | Options to Edit, Appointment or Disposition. |
Editing Appointments
Click Edit Appointment in the Actions column to:
Reschedule the date or time
Change the appointment type (Phone ↔ Field)
Reassign to another agent
Update the field appointment location (if applicable)
Editing Dispositions
Click Edit Disposition to update the outcome of the appointment to:
Success
Attempt
Failed
Follow Up
Editing Lead Information
Click Lead to Edit:
Update the lead’s name
Add or modify internal notes
Correct any contact details or profile information
Best Practices
Monitor daily appointment volume to identify trends and agent load.
Use editing tools to resolve scheduling conflicts or no-shows quickly.
Reassign leads when an agent is unavailable or at capacity.
Double-check contact information to ensure leads receive timely callbacks.