How to Add an Appointment in CRM

Overview: 

This article illustrates the steps of adding and managing an appointment in CRM.

Process:

1. Go to My Apps and open Okta. 
2. In Okta, search for Xvantage for Associates(X4A) and open it. 
3. Within X4A, hover over the left navigation menu and click Sales.
4. Select CRM from the Sales sub-menu.
5. From CRM's left navigation menu, select Activities under the My Work menu. 
6. Press the Appointment button from the command bar to add a new appointment.
7. Fill in the obligatory Subject and Description fields.
8. Fill in the Account and Contact fields to register customer details. 
   • If you are already on a customer account, specific opportunity or specific quote page, the customer’s details in the task will populate automatically.
9. Fill in the Required field to indicate who is attending the appointment.
10. Fill in Start Time and End Time.
11. Fill in any of the other provided fields if required or needed.
12. Use the Save button to save the appointment record and update the status to Scheduled.
13. Click on Attachments to insert a file.
14. Select Mark Complete after the appointment is held.
15. Alternatively, click on Close Appointment.
16. Choose Completed or Cancelled in the dialog box.