Installation Company ERP / CRM


How to Move an Appointment in the Diary Page

  1. Firstly, click on the menu and click on ‘Diary’, find the appointment you are looking to move.
  2. You can either drag and drop the appointment to a new location, alternatively you are able to double click on the diary entry and manually change the date and time.
  3. You are able to move the appointment to a different Sales Person here by changing the person in the ‘For:’ box.
  4. Either of these moves will automatically save and enter a note into the lead page detailing the move.

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