Add Appointments to Deals

Icon admin
2 min read

You can add appointments specific to your deals.

1. Go to the ‘Sales’ tab and select the ‘Deals’ tab underneath.

deals tab

2. Click on the specific deal you want to add appointments to. You can also use the ‘Search’ box and the filter for an easier search of your deals.

search box

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

add appointment

4. Fill out the details of your appointment.

appointment details

5. Once done, click on ‘SAVE’ .