When placing a call into a pipeline lead using the auto dialer/targeted dialer from the main dialer page:
1) Click on the “Book Meeting” button under the contact card.
2) Confirm that you check that the prospect met the qualification criteria.
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.
3) After confirming that you are on the prospect account page, click the “change status” button.
4) Select the “meeting scheduled” option.
5) Confirm that you check that the prospect met the qualification criteria.
6) Book the meeting.