Track which conversations turned into booked meetings.
- Open the lead's detail panel from the Leads table.
- Click Mark as Appointment Set.
- The lead gets an Appointment Set badge and can be filtered on the Leads page.
The change is reversible — if a meeting falls through, clear the status from the same panel.
Tip: Marking appointments consistently is the cleanest way to measure what your outreach is actually worth. It also carries through to your CSV export.