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Creating an appointment

1. On the My CRM | Calendar tab, click New Appointment. Alternatively, right-click or hover over New | Appointment.
2. Fill in the details of the appointment. Use the Regarding panel to link the appointment to an existing company and person.
3. Ensure your name is selected from the list of users, and click Save.

See Also:

Creating a task

Scheduling unlinked communications

Creating a task

Scheduling a quick appointment or task

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