Booking an appointment

  1. Select Appointment > New Appointment. The Edit Appointment page is displayed.
  2. Specify this information in the Appointment Details section:
    Salesperson
    The default user who logs on to the application.
    Related Business Type
    The type of business related to the appointment such as Contact, Function, and Event.
    Related Business Name
    The name of the business.
    Category
    The category in which the related business is organized.
    Start Date
    The date on which the related business is organized.
    Start Time
    The time when the function starts.
    End Time
    The time when the function ends.
    Name
    The name of the appointment.
  3. Click Save.