1
Click this icon.
2
Click "New Person"
3
Fill out Required Fields
4
Click "Seller"
5
Click "Save"
6
Click "Attempted"
7
Click "Mark as Current Stage"
8
Click "Manage Touch Plan"
9
Click "The New Seller Lead Plan"
10
Click here.
11
Click "Save"
12
Click "Contacted"
13
Click "Mark as Current Stage"
14
Click "Manage Touch Plan"
15
Click "The New Seller Lead Plan"
16
Click here.
17
Click "Save"
18
Click "Create new..."
19
Fill out the Appointment Form required fields
20
Click "Save"
