Simple Auto CRM

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P. O. Box 880615 Boca Raton, FL - 33488-0615

[HOWTO] Configure who can verify appointments

Using our lead management solution you can specify who can or can not verify customer appointments

In order to do that you will need to log in to your account as an administrator

Once you are logged in, click on the "Leads" section and then click on "Auto CRM Settings"

On this screen, set the "Only managers can verify appointments" option to "YES" and only managers will be able to verify appointments

We do try to keep information on our site up to date, however there are times when the information on our site may not accurately reflect the current status of things. In case you have any questions or are not sure if the information on the site is accurate, please contact us to verify by email or by using the contact form. We will try to reply ASAP.