Completing a sales appointment scheduled based on a template

In order to complete a scheduled appointment, select the [Complete] option from the context menu or the [Start] option on the appointment screen.

After you start to complete an appointment, the Details tab displays:

• Appointment name
• Scheduled completion time
• Customer address
• Appointment duration timer
• Document number
• Appointment template name
• Appointment type

The Tasks tab displays the list of tasks to do during the appointment.

Completing a sales appointment without a template

Selecting the [Complete] or [Start] option for an appointment scheduled without a template opens an appointment template selection screen.

As you select a template from the list, the appointment is completed in the same way as an appointment based on a template.

Completing tasks

To complete a sales appointment, you need to complete or rejects tasks that have been scheduled as part of the appointment.

The context menu of each task contains the following options:

• [Add Completion Description] – it allows you to write a description of a given task

• [Complete] – it initiates the completion of a given task. Selecting it opens a task screen, different for each task type.

• [Reject] – it allows you to reject the task. Selecting it opens a pop-up where you can enter a reason for element rejection.

Completed tasks are marked with the green icon , while rejected tasks are marked with the red icon .

Finishing an appointment

Once you are finished processing the sales appointment, select the [End] button.