---
sourceDocument: Xanadu Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/order-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Create appointments

# Create appointments {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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

## Before you begin

Role required: sales_manager

## About this task

You can create appointments only after creating an opportunity task. To create an opportunity task, see [Add opportunity tasks](https://servicenow-prod.fluidtopics.net/lnkTrMiqM0Gy4DtRpg1yzA "Create opportunity tasks to capture additional details of your customer's requirements.").

## Procedure

1. Navigate to List view ![]()and select Opportunity Tasks.
2. Select the opportunity task that 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. Fill in the fields in the Create New Appointment form.  
   {#opportunity-management-create-an-appoinment__table_z3c_1n5_c1d__entry__2}

   | Fields | Descriptions |
   |-|-|
   | From | The email id of the sender. |
   | To | The email id of the receiver. |
   | Activity state | The state of the appointment. |
   | Start time | The start time of your appointment. |
   | End time | The end time of your appointment. |
   | Reminder | The time interval for a reminder. |
   | Subject | The subject information of your appointment. |
   | Location | The appointment location. |
   | Message | Any additional message for your appointment. |
   [Table 1. Create New Appointment form]

   {#opportunity-management-create-an-appoinment__table_z3c_1n5_c1d}
5. Select Save.  
   The appointment is added to your opportunity task.