Create calendar event with lead

Log in to MONESQ and click 'CRM' from the left navigation bar:

Click on the lead you wish to schedule a calendar event with:

Click 'Create event' from the upper right corner of the screen:

Complete the event details and save.

NOTE: This feature is currently for your reference. No invitation is sent to your lead contact.

Learn more:

CRM overview

Editing your pipeline 

Create a new lead

Leads inbox

Change a lead's status

Create a document for eSignature

Viewing your lead pipeline

Archiving and viewing archived leads

Connect a third party to the CRM inbox