CRM Phase 2 - Flipbook - Page 171
Creating a
Booking for a
Sales Executive
Alternatively, if a Customer
record is already loaded
within My desktop, right
clicking the booking grid will
give the option for Executive
booking
From within My
desktop select Tools
followed by
Demonstrator booking
Choose the time frame
using the date and
arrows to select the
appropriate time for
the booking
No
Is the booking
happening Now?
Yes
Select the Exec
icon in the booking
grid
Complete the
booking screen
details
Click on Create
Not the colour of the booking
against the key
The booking will
now be displayed in
the grid
Creating a Booking for a Sales Executive
02.011.03.L1 9304E
Page 171 of 205
