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
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