Add Appointments to Deals

admin

2 min read

Updated: July 27th, 2021

You can add appointments specific to your deals.

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

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.

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

4. Fill out the details of your appointment.

5. Once done, click on ‘SAVE’ .