RDT SETUP - UPDATINBlog Post ListG COMPANY SETTINGS

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Lead Control Form - Book Appointments Easily

September 16, 20241 min read

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With RDT AI, managing solar leads is simpler and more efficient—especially when you're on the go. The platform’s easy-to-use features allow you to handle appointments and calls with just a few taps, making lead management more streamlined than ever.

Quick Action for Scheduling

The Lead Control Form provides four Quick Action buttons to keep things moving. By selecting BOOK APPT, you can easily schedule an appointment for your lead, synced directly with the assigned user’s calendar. This ensures that the appointment fits within your team’s availability, saving you time and keeping your scheduling in check.

Flexible Call Options

If you prefer to set up a call instead, simply select BOOK CALL. This allows you to schedule a call based on your own availability, giving you flexibility when managing multiple leads. Whether you're following up or initiating a new conversation, the option to schedule calls ensures you're in control of your time.

Instant Connection

Need to speak with a lead immediately? With RDT AI’s QUICK ACTION button, you can connect with just one tap. This feature enables instant communication without the hassle of extra steps, letting you engage leads as soon as they come in.

Ready to Streamline Your Solar Lead Management?

RDT AI’s Lead Control Form is designed to make managing solar leads as simple as possible. From booking appointments and scheduling calls to instant connection, everything you need is right at your fingertips.

Streamline your process and stay connected with your leads—get started with RDT AI today!


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