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Appointment

An appointment is a prearranged meeting between a Lead and an Employee of your Company.

Appointment document type can be used to schedule and manage interaction with a Lead or an Opportunity.

To access Appointment list, go to: \u003e Home \u003e CRM \u003e Sales Pipeline \u003e Appointment

1. Prerequisites​

  1. Appointment Booking Settings
  2. Holiday List
  3. Employee
  4. Lead
  5. Email

2. How to create an Appointment​

  1. Go to Appointment list, click on New
  2. Select scheduled time of the appointment
  3. Enter customer details
  4. In linked documents, if you have already created a Lead for the Customer you can set it here. Otherwise the system will automatically create a new lead with the customer details from previous step.
  5. Save.

2.1 Creating appointments via website​

Your Customers/Leads can create appointment using the webpage yoursitename.com/book_appointment.

First they need to set a date, time.

Then, add more details:

It'll match the customer email with leads in the system and if one is found, it is linked with the document. If no lead is found, the appointment is marked as \