Schedule Meeting button should be part of the add New Lead process
You want to add your new lead onto the system, assign to an adviser, track your lead, schedule a meeting then send out a Fact Find for the client to fill in prior to the meeting.
3
votes
![](https://secure.gravatar.com/avatar/af47030a6387be21df0afc3ff6481c8a?size=40&default=https%3A%2F%2Fassets.uvcdn.com%2Fpkg%2Fadmin%2Ficons%2Fuser_70-6bcf9e08938533adb9bac95c3e487cb2a6d4a32f890ca6fdc82e3072e0ea0368.png)
This idea has been archived due to inactivity.
Thanks,
Product Team