Scheduling
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What this page is for:
Appointments and Sales assignees on one opportunity. New Appointment opens the booking board (not Add Event).
Where: Opportunity detail → Schedule
Card: Scheduling
Steps:
New Appointment (needs an opportunity id). Empty: No appointments yet.
Each row: Appointment, date/time, Sales, rep name. Not cancelled: Cancel Event (restricted Sales cannot). Cancelled shows Cancelled. Click the row → Event Details.
Sales section → Add. Empty: No Sales assigned yet. ⋮ → Remove → Remove Assigner? — Do you want to remove? Yes. / Cancel. Success: Assigner removed successfully.
Related articles
Other guides in Scheduling & Calendar
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