Appointment Planning

Learn about appointment planning.

The appointment planning area is opened automatically if appointments conflict. To open it manually, open an activity, switch to edit mode and click on (Appointment Planning). You can move the appointment in this area while taking into account the availability of all reps.

Note: Enable the check for conflicting appointments in the user settings, see Activities Tab. Conflicting appointments are only checked when adding activities from outside the calendar. Conflicting appointments are displayed next to one another in the calendar.