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Setting Appointment in ERPNext
Guide
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.