DiMarAg Hub · Public Help
General product guidance for agencies and clients. These guides are pending workflow validation; read each review notice. Access to account information and actions still requires sign-in and permission.
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Frequently asked questions
FAQ-061How do I create an appointment and link it to a client or lead?Appointments, calls and agreements · Agency and team
In Appointments, select Add appointment. Choose Client or Lead and search by name, email, or phone; enter at least three characters and select the correct match. Choose a contact or enter their details. Complete the title, date, time, duration, and assigned team member; add a category, meeting type, link or location, and notes as needed. Select Create appointment.
Before saving, confirm the selected record. Typing someone’s name does not replace selecting the related client or lead.
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