Scheduling & Calendar - Set Appointment and Manage Calendar

Scheduling & Calendar — The next step is booking a Sales Inspector for the site visit. On the Opportunity Detail page, click New Appointment. The Sales Calendar opens with the available Sales Inspectors listed on the left, filtered by the customer's state and branch. The calendar shows time slots from 6 AM to 9 PM — drag across the desired range, or click an empty slot to open the appointment form. Confirm the date and time, select the inspector, and add a note if needed. Click Set Appointment to book the appointment and return to Opportunity Detail with the updated status. The inspector will immediately see the booking on their own Sales Calendar.