Overview
ABC Customer Relationship Management (CRM) lets you automate lead management, track lifetime customer value, schedule appointments, analyze customer sentiment, and more. This guide outlines the steps involved in creating a sales appointment in ABC CRM.Procedure
Perform the following steps to create a sales appointment in ABC CRM:- Sign in to the ABC CRM portal.
- Click the waffle (9 dots) icon and choose Appointments under Apps.
- Click Add New from the Appointments page.
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Fill in the details of the appointment in the New Appointment pop-up window.
The following are the fields in the New Appointment pop-up window:
- Appointment Type: Select the type of sales appointment. For example, Test Drive.
- Description: Enter a description for the sales appointment.
- Lead/Customer: Indicates if the appointment is for a lead or a customer. Click the dropdown list to select the appropriate value.
- Date: Enter the date of the appointment.
- Start Time: Enter the start time of the appointment.
- End Time: Enter the end time of the appointment:
- All Day: Select this checkbox if the appointment is for the entire day.
- Scheduled By: Indicates the person who scheduled the appointment. Click the dropdown list to select the appropriate value.
- Assigned To: Indicates the assignee for the appointment. Click the dropdown list to select the appropriate value.
- Email appointment details to customer: Select this checkbox to send a copy of the appointment details to the customer’s email address.
- Text appointment details to customer: Select this checkbox to send a copy of the appointment details to the customer’s phone number.
- Email Template: Click the dropdown list to select a predefined email template for sending the appointment details to the customer.
- Text Template: Click the dropdown list to select a predefined text template for sending the appointment details to the customer.
- Click Create to create the sales appointment.