Action appointment

You define the start of the process step in the upper left corner. You can choose here between starting “After finishing previous” or after “x days after previous”.

For the responsibility, you can choose between the process owner, the person in charge of the property or Contact record linked to the process (provided, of course, that a property or Contact record is linked to the process step) or a direct user. The process step is then visible for the responsible person under the running processes and must be created and completed by this person.

You can define a deadline for the completion of this process step in days. If the process step has not been processed within the set time limit (specified in days) after start, an email is sent to the process controller to inform him about the delay. The email contact of the process controller can be entered in the process settings (Wrench symbol).

Via the file upload you upload documents, images etc. that are important for this process step. These are then attached to the created appointment.

Select the type of appointment here, for example “Tour”.

This is the subject of the appointment.

You can decide in advance whether the appointment should be an all-day appointment. When executing the appointment process step, the time can still be adjusted if it is not certain that it is to be an all-day appointment.

Here you describe what needs to be done during the appointment.

You use these two icons to decide which property or contact this process step refers to. Any activity / agent’s log entries are then made in these data records.