How do I correctly move a lead from Lead Received to Consult Booked?

This is the most important rule in RootLogic. Dragging a card to the Consult Booked column manually bypasses all automation: no confirmation texts fire, no reminder sequences trigger, and the $500 conversion value does not get reported to Google or Meta. The card looks right on the board but everything behind the scenes is broken.

Open the lead's contact record by clicking their name on the opportunity card. Click the "Appointments" tab or the "+ New Appointment" button in the contact panel. Select your consultation calendar, choose the date and time the patient agreed to, confirm their contact info, and click "Save." This is the booking flow — this is what triggers everything correctly.

Once the appointment is saved, RootLogic's automation fires: the opportunity card moves to Consult Booked on its own, the opportunity value updates to $500, a confirmation text and email go to the patient, and the reminder sequence starts. If the card doesn't move within a minute or two, refresh the pipeline view — it usually just needs a moment to process.

While the appointment is fresh, add a quick note: what the patient's main concern is, any scheduling context ("can only do mornings"), and anything the doctor should know before the consult. This note will be visible to everyone who touches this lead, including on the day of the appointment.