View Your Appointment Leads
Once you've set up Appointment Tracking, you can view all booked appointments in the Lead Manager. Reviewing your Appointment leads helps you understand which marketing channels drive scheduled appointments and follow up efficiently with potential customers.
View Appointment Leads in the Lead Manager
To view your Appointment leads:
- Access the Lead Manager.
- You'll see the Lead Manager displaying all tracked leads across your profiles.
- Filter by lead type to view only Appointment submissions:
- Locate the "Type" column.
- Click the filter and select "Appointment".
- Click any lead row to open the Lead Details page and view the complete appointment information, marketing source data, and any notes or tags.
Tip: You can view leads at the Master Account, Account, or Profile level. Make sure you select the correct level before opening the Lead Manager so you only see the leads for that level.
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