How to use the scheduling pages for lead generation Aug 29, 2022 tutorial

1. Enable the notification to receive alerts when a new lead has come in.




2. Go to your scheduling page ( under Meeting Types ) and select whether you would like the customer information to be required before, or after the date/time selection.

Note: The user information will be captured instantly, even if the user leaves without scheduling a meeting!




3. To see all your leads, please go to /leads page




That's it!

-- Cogency Team