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
Example: Appointment for Contact
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