How do I create a Service Appointment for a Service Contract?
You can create
Service Appointments for agents who work at the customer site based on the work order assigned.
Follow these steps to add an event to a Contract:
- Log in to the CRM.
- Click the main Menu.
- Go to the Help desk.
- Go to Agent Enablement.
- Click Service Contracts. The Service Contracts page opens. (Usually the List View page.)
- Select the Service Contract record for which you want to create the appointment. The record Summary View opens.
- Click More (Ellipse or three dots).
- Click Reach out Now > Log a Meeting. The Quick Create > Event window opens
- Enter or select the following information:
- Subject - Enter the subject of the event.
- Activity Type - Select the type of activity from the drop-down menu, such as Call, Meeting, Google Meet, Leave, etc.
- Start Date & Time - Specify when the event should start by selecting the appropriate date and time.
- End Date & Time - Define when the event will conclude by setting the end date and time.
- Description - Provide a detailed explanation of the event, outlining its purpose.
- Participants - Add participants who will be attending the event. You can select participants by clicking the User icon and, if necessary, quickly create new contacts by clicking the Plus icon.
- Click Save.