Create an Appointment linking to Outlook

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To Create an Appointment Linking to Outlook:

1.Open the Opportunities > Contacts tab.

2.Multi-select contact names with ALT+Click.

3.From the Deskflow toolbar, click the Schedule New Appointment icon. The name of the contacts appear in the Invited Contact list.

4.Invite extra Users.

5.Set a date, time and duration for the appointment/event.

6.Click Save and Exit. The appointment is recorded in Deskflow and your Outlook calendar.

 

Example: Opportunity Contacts list

1.4SelectContactsFromListB

 

Example: Appointment for Contact

1.4BookAppointmentB