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:
- Login to ERPNext
- Go to CRM. Under Sales Pipeline, click on Appointment.
- Click New.
- 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.