We can find Appointments sections in both the Opportunity Management System and the Customer Management System. The main use of the Appointments section is to set up a formal meeting with the customer to discuss any product details, to discuss official business matters and explain any issues or problems being faced by the customer with the product. By using the Appointments option, we can send an appointment to the customer by clicking on Send Appointment. Here we have to fill in details like Appointment Date and Time, Appointment with contact, Subject and the Body in the email format is sent to the customer.
Appointment Date and Time:
Here we fix the date and time of the appointment to make the customer have a meeting with our employee.
Appointment with contact:
Here we have to specify with whom the appointment was fixed.
The subject can contain details like why the appointment was scheduled or the appointment date and time or it may be any relevant matter.
The Body contains a brief explanation bout the appointment just like an email format.
An appointment setting is very important as it helps in expanding a business. It is a tool for business to business communication. You can always Edit the Meeting Request by clicking on Edit Meeting Request and can Delete an appointment by just clicking on the Delete button.