Creating an Appointment

To create a new appointment:

1. From the My CRM | Calendar tab, select the New Appointment button. Alternatively, right-click or hover over the New menu button and select Appointment.
2. Fill in the details of the appointment. The Regarding panel allows you to link the appointment to an existing company and person.
3. Ensure that your name is selected from the list of users, and select Save.

Go to Appointments and Tasks home page...

See Also:

Creating a Task

Scheduling Unlinked Communications

Creating a Task

Scheduling a Quick Appointment or Task