Printing Lead / Appointment Sheets
If you would like a hard copy of a Lead/Appointment Sheet, follow these steps:
- Locate the desired appointment and left click anywhere on the appointment block to open the Action shortcut menu.
- Click the "Print Appt. Detail" link; the lead sheet will be displayed in a new tab.
- From your browser, select File - Print preview option if you want adjust how the hard copy of your schedule will look.
- Click the printer icon.
- If you did not select Print Preview, select File - Print and select your local printer.
Lead sheets can also be printed from the View Appointment window, and from the All Events and To Dos tab. See the Viewing an Appointment.article in Sales Rep Training for more information.