Here is how to add an appointment in zendesk sell
- First in Zendesk sell, click on the "Calendar" icon in the left sidebar
- Then click on the plus "+" button in the calendar header
- Select "Add Appointment" from the dropdown menu
- Type the name of the appointment in the title field
- Enter the location where the appointment will take place
- Choose the start and end date and time for the appointment
- For more details, click on the "Add More Details"
- Enter a brief description of the appointment, including the purpose, key discussion points, and any relevant details
- Configure a reminder notification if you want an alert before the appointment
- Click the "+" button in the attendees section
- Select the names of the leads, contacts, or companies you want to invite
- Enable the "Send invitations to meeting attendees" checkbox to notify attendees via email
- To associate with a deal, click "+" under Deals section
- Finally click the "Save and Send Invites" button to confirm the appointment
- Your new appointment will appear in the calendar on the selected date
