Booking an appointment using a contact

  1. Select Contacts. The Contacts page is displayed.
    Note: You can search for the required contact based on the values specified in the Folder and List View fields.
  2. Select the contact to book an appointment.
  3. Select New Appointment in the Appointments section. The Edit Appointment page is displayed.
  4. Specify this information in the Appointment Details section:
    Salesperson
    The default user who logs on to the application.
    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.
  5. Click Save.