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:
Create a document for eSignature
Archiving and viewing archived leads
Connect a third party to the CRM inbox
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