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What is an Appointment? How Manage Appointments in the CRM?

What Is an Appointment?

Appointments are used to schedule meetings, events, and other planned activities with leads.

They help realtors organize their schedule, keep track of upcoming engagements, and receive reminders for important meetings and events.

Appointments are managed from the lead profile.

View Appointments

  1. Navigate to CRM.

  2. Open the desired lead profile.

  3. Scroll to the Appointments section.

The Appointments section displays all appointments associated with the lead.

Create an Appointment

  1. Navigate to CRM.

  2. Open the desired lead profile.

  3. Scroll to the Appointments section.

  4. Click Add.

The Add Appointment window will appear.

  1. Enter the appointment title.

  2. Enter a description for the appointment.

  3. Specify the appointment location.

  4. Select the appointment date.

  5. Select the start time.

  6. Select the end time.

  7. Configure the reminder settings.

  8. Click Save.

The appointment will be created successfully.

The appointment will also be displayed on the Calendar on the scheduled date and time.

Edit an Appointment

  1. Locate the appointment you want to modify.

  2. Click Edit.

  3. Make the required changes.

  4. Click Save.

The appointment will be updated successfully.

Delete an Appointment

  1. Locate the appointment you want to remove.

  2. Click Delete.

  3. Confirm the deletion.

The appointment will be deleted successfully.

You have successfully learned how to create and manage appointments in AgentRoof CRM.

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