How to create appointments?
[This page is applicable to All members]
After logging into the application there will be an option of “CRM” on the left side. Under “CRM” we have “Appointments”.
Clicking on this option of “Appointments” will redirect to the screen where the list of existing appointments entries will be displayed along with the option to add a new appointment.
List of appointments can be filtered by Appointment Status (To Do/In Progress/Completed, etc..), Appointment Type (Virtual/Physical), Appointment Purpose (Marketing activity/Sales activity/Payment follow up), etc.…
Clicking on “New Appointment” CTA available on the top right side will redirect to the below screen where the user needs to provide the details like Appointment Owner, Appointment start date, Appointment end date, Title, Description,
Appointment type, Appointment purpose, Customer (or) Lead name, Appointment status, etc..
After providing all the details, clicking on save will create the appointment and the same will be displayed under Appointments list.
Individuals can check the appointments on their name under CRM → Appointments.
As per progress on the appointment the individual needs to update the status accordingly, for example: To Do, In Progress, Cancelled, Completed, etc.…