Create appointments

  • Release version: Xanadu
  • Updated August 1, 2024
  • 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.

    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.
      Table 1. Create New Appointment form
      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.
    5. Select Save.
      The appointment is added to your opportunity task.