Assigning an ad hoc DropSlot invitation to a lead

There are several ways to assign a DropSlot invitation to a lead. These are fully described in the Creating and managing DropSlot consultations article. This article focuses specifically on manually adding an ad hoc invitation via the Consultations tab on a lead record.

To assign an ad hoc DropSlot invitation to a member, follow these steps:

1. Navigate to the Consultations tab on the lead record.
2. Click the Issue invitation button at the top of the tab. This will open the pop-up Issue Invitation window.

3. Select the event that you wish to issue the invitation for from the Issue invitation for drop-down list.
4. Click the Issue invitation button in the pop-up window.

The invitation will be issued immediately and will appear in the Pending Invitations section of the Consultations tab.

If the invitation does not show, click the Refresh button at the top of the form (as opposed to the browser refresh button).