Lead Experience with Calendly

This document illustrates the steps a lead goes through to schedule a meeting.

Steps to schedule a meeting

1. The lead requests to schedule a time via SMS and is presented with time slots available based on their request.

2. The lead is prompted to confirm the time slot using the URL provided and schedule the call. The details from the conversation are pre-filled.

3. The lead confirms the time, the call is scheduled, and calendar invitations are sent to both the lead and the loan officer.