1. DO NOT CHANGE THE CONTACT OWNER.
2. Open the contact record and select the Meetings tab.
Select 'Meetings' on the desired contact
3. Press 'Schedule a meeting' button on the meetings tab
4. From the dropdown, select the Community Manager you wish to schedule the meeting/appointment with. This opens their calendar so you can choose an available date and time.
5. Enter the meeting details (date, time, meeting type, and location, etc).
(Optional: add internal notes and reminder emails.)
Note: Ensure the meeting location is accurate, as it is visible to the potential buyer.
6. Click the "Schedule meeting" button.
This will automatically:
- Schedule the meeting and block the selected time
- Create a deal in the **Appointment Set** stage
- Assign you as the **eLead owner**
