Completing a sales appointment

In order to complete a scheduled appointment, select one of the options available in the menu displayed after tapping the button.

[Reschedule] button in context menu
To complete an appointment, it is necessary to select either the [Complete] or [Reject] button available in the context menu or in action details. In the context menu of a given appointment, the user may also preview appointment details, delete or copy the appointment, get relevant directions, or reschedule the appointment.

Upon an attempt to exit an appointment element without saving changes, the application displays a window with the following buttons: [Reject], [End], [Discontinue Completion], [Exit and Don’t Save], and [Cancel].

In the Description section on the screen of a scheduled sales appointment, the user can edit an appointment description. The description can also be edited after completing the appointment but before synchronizing it with the ERP system.

Appointment details

Selecting the appointment start option displays the following screen:

Appointment completion screen

When exiting a sales appointment, the following menu is displayed:

Context menu options

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