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 

Screenshot 2023-05-08 at 12-07-15-png

  • 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.