Meeting Scheduler from Lead

[victor]

However, when we have a telemarketer schedule and appointment from a lead; what is the best way to allow them to utilize the scheduler functionality

- Convert the Lead to a Contact.
- Create a Portal User based on this Contact.
- Grant this Portal User permission to access the Meeting entity on your Portal (at the Contact level).

[clayton.gable]

We are just getting started using Espo as our Residential CRM. We have purchased the meeting scheduler extension and have embedded that in our website. However, when we have a telemarketer schedule and appointment from a lead; what is the best way to allow them to utilize the scheduler functionality. Right now I can only think to put a link to the scheduler within the Lead layout that the telemarketer could click on, but this would require them to re-enter the lead info we already have.

Is there a better way to integrate the meeting scheduler functionality into the telemarketing workflow?