Lead Allocation & Calendars
Attaching a calendar to a form, how bookings are assigned across a group calendar, and how each submission gets an owner.
Attach a Calendar to a Form
Attaching a schedule adds a booking step to your form, so someone picks a real available time as part of completing it. How to attach one, how to remo...
Group Calendars and How Bookings Are Shared
When a form books into a group calendar, the calendar decides which member hosts — and that member owns the lead. What a form reader needs to know abo...
How a Form Decides Who Gets the Lead
Every submission is assigned to one member of your team. The order Zyntro works through to decide, why an attached calendar overrides your routing set...
Set Who Owns Leads from a Form
The Lead Routing panel decides which team member owns a submission when no calendar is attached. How to set the pool, how the rotation works, and why ...
What Happens When Someone Books
A booking made through a form creates several things at once — a contact, a calendar event, a meeting, and invitations for both sides. What is created...
What the Booking Step Offers
The booking step on a form is built entirely from the attached schedule. A reference for which schedule settings reach the form, which do not, and wha...
When the Wrong Person Gets the Lead
Why a lead went to someone unexpected, why no times appear on a booking form, and why a submission was rejected outright — with the checks that resolv...
