1. When Scheduling From the Client's Deal Card: Select the green Deal Card
2. And in the Salesperson field ...
3. Click the dropdown menu
4. And select the desired Salesperson
5. Schedule accordingly
6. When Scheduling From 'New Appt': Select the green 'New Appt' button
9. Choose and click appointment type
10. Under 'Assign To' select desired Salesperson from the drop-down
11. And click their name to schedule that appointment accordingly!
Note: To assign both the Salesperson and company owner, you must assign this Deal to both names.
