Create appointments for lead tasks

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Create appointments with your stakeholders to conduct business discussions for your lead.

    Before you begin

    Role required: sales_agent

    About this task

    You can create appointments only after creating a lead task. To create a lead task, see Add lead tasks.

    Procedure

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Lead > All.
    3. Select the lead task you want to work with and select the Appointments tab.
    4. Select New to start a new appointment or select an existing appointment to make changes.
    5. Fill in the fields in the Create New Appointment form.
      Table 1. Create New Appointment form
      Fields Descriptions
      From Email id of the sender.
      To Email id of the receiver.
      Activity state State of the appointment.
      Start time Start time of your appointment.
      End time End time of your appointment.
      Reminder Time interval for a reminder.
      Subject Subject information of your appointment.
      Location Location of your appointment.
      Message Additional information for your appointment.
    6. Select Save to save the appointment and send it later or select Send activity to send it now.