When placing a call into a pipeline lead using the pop/mini dialer, the lead’s account page will also be brought up behind the popup.

1) After confirming that you are on the prospect account page, click the “change status” button.

2) Select the “meeting scheduled” option.

3) Confirm that you check that the prospect met the qualification criteria.

4) Book the meeting.

How do I schedule a meeting for during callback from the pop up dialer? - https://www.loom.com/share/c78e46acf5954fd2a123ead10fe12bd2?sid=2259568f-c80e-4555-944c-213318768f9d