Missing Appointment Scheduler -Adding Appointment Buttons on Deal Feed for Partners:

**When adding any buttons or making any changes to deal type, please make a ticket to document making this change for the partner and mark it as a quick win!**

If a partner is wanting the Deal page to look like the example below, with an option to schedule an appointment.

/span>

Click Admin>Deal Type builder and find the deal type(s) that the partner wants this button added to. Scroll down to the bottom of the deal type where you see the buttons on the deal.

/span>

Click + New button

Then Copy and paste the Button text and Button Route below

Button text: + Schedule Sales Apt

Button Route: /customer/{customer_id}/schedule/solar_consultation

Color: Choose the color they want the button to be/span>/span>

Cloak into the company to check a lead and see if the Appointment Scheduler are on the deal page. Repeat for all deal types that they want the button to show on. /span>

Here is a video of MaKayla demonstrating how to make this change: https://www.loom.com/share/25a99ccdbf324697a859711c1c5af480