User Guides
Lane
Deals
Appointments

Appointments

Users can view and manage their scheduled appointments related to their deals.

This includes appointments for product demonstrations, consultations, or any other services associated with the deal.

Users may reschedule or cancel appointments as needed, ensuring they align with their availability.

Deals Appointments

For each appointment, dealer can:

  • Mark the appointment as Complete, which will move the deal from Appointments to Completed.
  • Reschedule the appointment
  • Cancel the deal

To achieve any of the above, click the the three dot icon against the deal and select the desired option:

Deals Appointments

You can also view the appointment details:

Deals Appointments Page