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 \