Create appointments for lead tasks

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create appointments with your stakeholders to conduct business discussions for your lead.

    Before you begin

    Role required: sales_agent

    About this task

    You can create appointments only after creating a lead task. To create a lead task, see Add lead tasks.

    Procedure

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Lead > All.
    3. Select the lead task you want to work with and select the Appointments tab.
    4. Select New to start a new appointment or select an existing appointment to make changes.
    5. Fill in the fields in the Create New Appointment form.
      For description of the field values, see Create new appointment form.
    6. Select Save to save the appointment and send it later or select Send activity to send it now.