How to Schedule a Callback on a Lead
Schedule a future callback reminder tied to a lead.
Before you start
An existing lead.
Steps
- Open the lead record.
- Click Callback in the top action bar.
- Enter a date and time for the callback and confirm.
What you'll see
Back on the Client Lead Data tab, a Pending Callbacks card appears showing the scheduled date, time, and timezone with a Pending badge, plus buttons to mark it complete (green check) or cancel it (red X). The callback also posts to your calendar.
