CRM · Guide 268 of 624

Appointments

Appointments in RockifyERP schedule meetings with leads and customers and keep them linked to the deal.

How to do it in RockifyERP

  1. Search for Appointment and click + Add.
  2. Choose the date and time, the customer or lead, and add details.
  3. Save. The appointment appears in the calendar.

Tip: If appointment booking is set up, customers can book a slot themselves from your website.

Related RockifyERP guides

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