Adding Other Appointments

To add other appointments:

  1. Select (Daily business) > Other Appointments.
  2. Click on (New).


  3. Enter the type of appointment in the Occupation field and edit the dates and times as required.
  4. The rep who needs to approve the appointment is entered automatically in the Approval by (name) field. This rep is informed that an appointment requires approval on their start page.
  5. Save the record.