ERPNext CRM
What is Appointment in ERPNext?
- Appointment in ERPNext
- Appointment in ERPNext allows businesses to schedule and manage customer meetings, linked to leads or opportunities.
What is Appointment?
The Appointment doctype in ERPNext helps sales and service teams schedule meetings, calls, and demos with prospects and customers, with calendar sync support.
Features
Appointments can be linked to Leads, Opportunities, or Customers. Automated email confirmations and reminders are sent to both parties.
Self-Booking
ERPNext supports a customer-facing booking page where prospects can pick available slots, reducing back-and-forth scheduling effort.
Need help with Appointment in ERPNext?
Infonoxe Technologies specialises in ERPNext implementation and custom software for Indian businesses.
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