> ## Documentation Index
> Fetch the complete documentation index at: https://portfolio.subinb.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create Sales Appointment in ABC CRM

> A procedure to create a sales appointment in ABC CRM.

## 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:

1. Sign in to the ABC CRM portal.
2. Click the waffle (9 dots) icon and choose **Appointments** under **Apps**.
3. Click **Add New** from the Appointments page.
4. 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.
5. Click **Create** to create the sales appointment.