Setting Appointment in ERPNext

In ERPNext, you can set a scheduled appointment between a lead and a member of the company.

To create an appointment:

  1. Login to ERPNext
  2. Go to CRM. Under Sales Pipeline, click on Appointment.
  3. Click New.
  4. Enter the required information.
    • Scheduled time - select the scheduled time of the appointment
    • Customer details - select the customer of contact details (if already available). Otherwise the system will automatically create a new lead with the customer details from the previous step.
    • Details - description or notes about the appointment

5. On the Linked documents section, link the appointment to the contact if it is a Lead or Customer. Simply select the values on the dropdown.

6. Click Save. A calendar event will be created based on the contact information and the schedule defined.