Rescheduling Appointments

To reschedule an appointment:

  1. Select the appointment.

    Information on the appointment is displayed at the bottom of the mask.

  2. Click on (Filter view) and select all the reps that are participants in the appointment.
  3. You can now reschedule the appointment:
    • Drag the appointment to a new time with the mouse.You can only move appointments in the row corresponding to the activity's main participant.
    • Switch to the desired time and move the appointment by pressing Ctrl and clicking.
    • Drag the appointment from one rep's line to another rep. This is only possible for appointments with only one participant.

You can only move appointments in the row corresponding to the activity's main participant.

The appointment is rescheduled. If appointments overlap, the appointment is displayed in a new line.