📅 How to Create an Appointment for Contact, Lead, External
Go to Appointments > Create, then choose Contact, Lead, External from the dropdown:
-
Contact, Lead, or External– Schedule an appointment with an existing customer, set a meeting with a potential client or sales lead or book a meeting with someone not in your CRM (e.g., vendor or visitor).
📝 Appointment Fields Explained:
-
Subject – Enter the title or purpose of the appointment (e.g., Project Kickoff, Product Demo).
-
Description – Add details about the meeting or discussion points.
-
Related – Link the appointment to a contact, lead, or deal for easy tracking.
-
Date/Time – Set the scheduled start date and time.
-
Available Hours/Busy Hours – View participant availability to prevent conflicts.
-
Appointment Location – Specify the meeting venue (e.g., Office, Zoom, Client Site).
-
Attendees – Select external Contact, Lead, or users joining the appointment.
-
Repeat Every – Choose how often the appointment repeats (e.g., daily, weekly).
-
Reminders –
✔️ Check the boxes to send automatic reminders to attendees and contacts (e.g., 30 minutes before). -
SMS Notification – Send a reminder via SMS (if enabled).
-
Email Notification – Send meeting details via email.
-
Appointment Notes – Add internal notes or instructions (not visible to the client).
-
✅ Save – Click to finalize and schedule the appointment.
