Scheduling

1 min readUpdated Aug 27, 2026AllHow ToSuggest edit

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:

  1. New Appointment (needs an opportunity id). Empty: No appointments yet.

  2. Each row: Appointment, date/time, Sales, rep name. Not cancelled: Cancel Event (restricted Sales cannot). Cancelled shows Cancelled. Click the row → Event Details.

  3. Sales section → Add. Empty: No Sales assigned yet. ⋮ → Remove → Remove Assigner? — Do you want to remove? Yes. / Cancel. Success: Assigner removed successfully.

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