Create an appointment from Opportunity Management

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Create appointments with the required stakeholders to move the business discussion forward for your opportunity.

    Vorbereitungen

    Role required: sales_manager

    Warum und wann dieser Vorgang ausgeführt wird

    You can create appointments only after creating an opportunity task. To create an opportunity task, see Add opportunity tasks.

    Prozedur

    1. Navigate to List view and select Opportunity Tasks.
    2. Select the opportunity task you want to work with and select the Appointments tab.
    3. Select New to start a new appointment or select an existing appointment to make changes.
    4. On the Create New Appointment form, fill in the fields.
      For more information, see Create new appointment form.
    5. Select Save.
      The appointment is added to your opportunity task.