How to create an Appointment via Contacts/Companies?

CRM appointments help you allocate your work time to different clients and prospects. Appointments can sync to Outlook for seamless integration.

• Using the mega menu, navigate to Companies or Contacts 

• Your default view will be a full list of all contacts or companies 
• Click on the contact or company you wish to create the appointment for 
• Within the contact or company page, select "Appointment" from the options on the right 

• You will be directed to the following pop-up where you can fill in the appointment detail.

• • You can attach files using the file clip icon in the right-hand corner.
  • If you wish to colour-code your appointment, you can select the colour tile to the left of the Title. 
  • You can change organiser 
  • You can add attendees from the search list 
  • If this is a private appointment you can mark this as "Private" in the bottom left corner.
• The appointment will now appear on that date in your calendar view.

• Once saved, you will now have the ability to add an agenda and tasks for your appointment.  
• Click on the appointment and scroll to the bottom of the pop-up 

• You will also notice that your pop-up has new action icons in the top right corner

• • View the appointment
  • Attach Files
  • Add Tasks
  • Link for the appointment
  • Delete the appointment 

• Once you've finalised all details, your appointment will appear in both your activity log and the contact's activity log.