Associate Appointments with Companies

admin

2 min read

Updated: December 5th, 2021

Where can I see the appointments I have added to companies?

1. To see the appointments you have added to a company, go to the ‘Companies’ section.

2. Choose the Company name from the Companies list. You can use the filter for an easier search.

3. Click on the ‘Appointments’ tab. On the Appointments tab, you can find the tasks that have been applied to a Company. The number beside the word ‘Appointments’ indicates how many tasks have been placed in a Company. You can view the appointments set for today, upcoming days, next week, or all the appointments.

4. Under the ‘Appointments’ tab, click on ‘Add Appointment‘.

5. Fill out the details of your appointment.

6. Once done, click on ‘SAVE’.