How to Create an Appointment with a Contact in CRM

Overview:

This article will guide users on how to create an appointment with a contact in CRM.

Process:

1. Go to My Apps and open Okta.

2. Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu. 

5. In CRM, go to Customers and select Contacts from the side menu.

6. Use the category filter or Quick Find icon to locate the desired contact.

7. Double-click the specific contact record to open its detailed view.

8. Click the Activities & Notes tab.

9. In the Timeline section, click the + icon and select Appointment.

10. The Quick Create: Appointment will open at the right side of the screen.

11. Input the following information:

    • • Subject (required)

      • Start Date

      • Due Date

      • All Day Event: tick the box if yes

      • Appointment Type

      • Required attendees

      • Optional attendees

      • Is Online Meeting: toggle if yes

      • Account

      • Regarding

      • Contact Method

      • Location

      • Appointment Type: by default is selected Appointment, but you can select Engagement or Visit.

      • Sales Gym Technique Utilized

      • BCN

      • Campaign ID

      • Campaign

      • Description

      • Owner

      • Contact

      • Priority

      • Info 1

      • Info 2

      • Regarding

12. Click Save and Close to complete the process.