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How to Insert Business Appointments in CRM ERP Business Solution

In this tutorial we will demonstrate how you can easily insert business Appointments in CRM ERP Business Solution for Freelancers and SME in WordPress.

CREATE NEW APPOINTMENT

Navigate to CRM ERP / APPOINTMENTS tab

add business appointments crm erp cusiness solution wordpress

Click Add New

In the Add new screen you can add

title
user: you select the user from a drop down list
description for the appointment
appointment date
appointment time

Press Publish and your appointment is created.

VIEW CRM ERP BUSINESS APPOINTMENTS

You get 2 types of view for your appointments

Calendar View
List View

Click either Calendar View or List View at the left top of the page CRM ERP / APPOINTMENTS

view business appointments calendar crm erp cusiness solution wordpress

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