Opportunities represent prospective customers or business partners who will undergo an onboarding process that might require one-on-one meetings, service appointments, or include product rentals. These, just like with individual contacts, are best managed in your CRM’s schedule. Let’s learn how.

Accessing Appointments #

Head to the Opportunities tab inside the Opportunities section and locate your desired opportunity card.

• Switch to the “Book/Update Appointment” tab.
• If no appointment exists, click “New Appointment” to create one.
• Select the type of appointment you’ll create.
• Fill out the corresponding appointment details; the contact details will be prefilled from the contact related to the opportunity.
• If an appointment already exists, you can edit, view, or delete it by clicking the three-dot icon.

And there you have it. Just like with Calendars, this scheduling experience helps you ensure proper attention for your customers and easy organization inside your system, making it easy to run a tight ship.

Frequently Asked Questions #

How do I book an appointment from an opportunity? #

Open the opportunity card in the Opportunities tab, switch to the “Book/Update Appointment” tab, click “New Appointment,” choose the appointment type, and fill in the details.

Where do I manage appointments for an opportunity? #

Appointments are managed within the “Book/Update Appointment” tab on the opportunity card in the Opportunities section.

Are contact details filled in automatically when booking? #

Yes. The contact details are prefilled from the contact related to the opportunity, so you don’t have to re-enter them.

Can I edit or delete an existing appointment? #

Yes. If an appointment already exists, click the three-dot icon to edit, view, or delete it.

Can I choose the type of appointment? #

Yes. When creating a new appointment, you select the type of appointment before filling out the corresponding details.

What happens if no appointment exists yet? #

If no appointment exists, the tab displays a “New Appointment” option so you can create the first one for that opportunity.