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4 short steps in your portal

How to set up a meeting with a lead

A lead replied and asked to meet. NineTen AI has already stopped their campaign emails, so nothing else lands while you pick a time. This guide shows how to set up the meeting in Appointments.

Before you start

Step 1 of 4

1

Open Appointments

The page shows your calendar by month.

  1. Open Appointments in your portal.
  2. Click + New appointment at the top right of the calendar.
What you should see

A pop-up titled New appointment.

Step 2 of 4

2

Fill in the guest

Pick the kind of meeting, then say who it is with.

  1. Choose the Meeting type you want.
  2. Type the lead's name in Guest name.
  3. Type their email address in Guest email.
  4. If the meeting type asks for a phone number, type it in. A WhatsApp reminder needs it.
  5. Answer any extra questions the meeting type asks.
What you should see

The meeting type, the guest's name and their email address filled in.

Step 3 of 4

3

Pick a free time and create it

Only times that are still free are listed.

  1. Under Pick a time that is free, click a time.
  2. Need another time? Click Use another time and type a date and time.
  3. Click Create appointment. Confirm when it asks.
What you should see

A message that says Appointment created, and the meeting on the calendar on its day.

Step 4 of 4

4

Open it again to move or cancel it

Plans change. You can change a meeting that has not happened yet.

  1. Click the day on the month grid.
  2. Click the appointment in the list for that day.
  3. To move it, type the new date and time in New date and time (KL). Then click Reschedule and confirm when it asks.
  4. To cancel it, click Cancel appointment. When it asks, click Yes, cancel.
What you should see

The appointment pop-up with its time, its guest and its status.

Set up the meeting while the lead is warm. After it happens, mark the lead Met in My leads.

Stuck? Send us a screenshot on WhatsApp.