By clicking the calendar button on Cadence Lead Page, the user can view events scheduled in the calendar.
The user can also use the plus (+) button in the calendar to schedule demos or calls for a lead.
Step to Book a Demo with Lead
Here are the steps to book a demo with a lead:
- Select the lead from the drop-down menu.
- Click on the "Book a Demo" button.
- Fill in all the fields in the form and click the "Send Invite" button.
Step to Book a Call with Lead
Here are the steps to book a call with a lead:
- Select the lead from the drop-down menu.
- Click on the "Book a Call" button.
- Fill in all the fields in the form and click the "Send Invite" button.
