I dragged a lead to Consult Booked instead of using the calendar. How do I fix it?

In the pipeline view, drag the opportunity card back to the Lead Received column. This reverses the incorrect stage move. Do this before doing anything else — the goal is to reset the card to its pre-error state so the correct booking flow can fire properly.

Click on the opportunity card to open it, then click the contact's name to open their full contact record. Find the Calendars section or click Book Appointment from the actions menu. Select the correct calendar (In-Person Consultation), choose the date and time, and complete the booking. This is what triggers the automation and updates the opportunity value to $500.

After completing the calendar booking, go back to the pipeline and find the card — it should now appear in Consult Booked automatically. Click the card and confirm the opportunity value shows $500. If it still shows $50, the booking may not have completed correctly — try the booking process again from step 2.

Go to the Conversations tab for the contact and confirm an appointment confirmation message went out. If no confirmation was sent, it means the automation did not fire correctly — reach out to your VMMG account manager to investigate.