How to add an Appointment to a Lead (Mobile App)

Follow the steps below to add an appointment to an existing lead in the Dealer Studio mobile app.

Step 1 – Go to Leads

1. Log in to the Dealer Studio Mobile App.

2. From the Dashboard, select your Dealership.

3. Tap Leads at the bottom of the screen.
   

Step 2 – Select a Lead

1. Select the lead you want to add an appointment to.
   Tip: Use the Filter function at the top right corner to narrow down your search if needed.
   

Step 3 – Add an Appointment

1. Scroll down to the Appointments section.

2. Tap Add Appointment.
   
   
   

3. Enter the appointment details as prompted in the form.

• Toggle Notify Contact to notify the team member assigned to this appointment.
  

Step 4 – View or Manage the Appointment

• After submitting, the appointment will appear in the lead.

• You can edit or delete the appointment by tapping on the appointment slot.
  

That's it!

Video

Please refer to the attachment below.