Lead Scout

When you schedule an appointment with a prospect or a lead, make sure to set a date and time on that prospect in Lead Scout. 

Key benefits of appointment scheduling in Lead Scout:

You'll get multiple reminders before the appointment, so you don't risk missing the scheduled time.

Appointment information will update in your connected CRM (Zapier integration required).

You can easily view all your prospect appointments on the map in Lead Scout by filtering for prospects with the Appointment Scheduled status

- You'll get multiple reminders before the appointment, so you don't risk missing the scheduled time.
- Appointment information will update in your connected CRM (Zapier integration required).
- You can easily view all your prospect appointments on the map in Lead Scout by filtering for prospects with the Appointment Scheduled status

How to set an appointment on a prospect:

Select a Prospect: On the map view of the app, select a prospect in your Lead Scout app.

Optionally, update the Status: Tap the "Appointment Scheduled" status to indicate you have set an appointment with the prospect.

View Appointments: Scroll down the prospect card to the Appointment section.

Add an Appointment: Tap "Add" to set a date and time for the appointment.

Save: Don't forget to save your changes!

1. Select a Prospect: On the map view of the app, select a prospect in your Lead Scout app.
2. Optionally, update the Status: Tap the "Appointment Scheduled" status to indicate you have set an appointment with the prospect.
3. View Appointments: Scroll down the prospect card to the Appointment section.
4. Add an Appointment: Tap "Add" to set a date and time for the appointment. 
5. Save: Don't forget to save your changes!

Save the date and time of appointments for a prospect to get reminders, sync appointments to your CRM, and more.