Appointments

This article pertains to management and viewing of appointments in both the Leads and the Telesales modules.

When a Lead/Opportunity has no appointments, the Appointment field is displayed as shown:

• Clicking the Add Appointment (plus) icon opens the Calendar module in a separate browser tab, and an appointment can be added.

Closing the Calendar browser tab returns to the Lead/Opportunity, and a summary of the upcoming appointment is displayed in the Appointment field:

• Clicking the Modify Appointment (pencil) icon opens the Calendar module in a separate browser tab, and the upcoming appointment's pop-up window is displayed on the calendar, ready for editing.
• Clicking the Appointment History (clock) icon displays the appointment History pop-out window.

When the appointment date displayed in the Appointment field is historical (i.e. it is a past appointment), the field is displayed as shown:

• Clicking the Modify Appointment (pencil) icon opens the Calendar module in a separate browser tab, so the appointment can be edited.
• Clicking the Appointment History (clock) icon displays the appointment History pop-out window.
• Clicking the Add Appointment (plus) icon enables the user to add a new appointment.

In summary, the Add Appointment icon is only displayed when there are no upcoming appointments.

For detailed information pertaining to the CommTrak Calendar, please refer to Support Centre article: CommTrak Calendar.