Contacts & Smart Lists · 1 min read
Appointments for Custom Objects and Companies
Company and custom object records can show the appointments linked to them. The Appointments tab lists upcoming and past meetings for that record.
This feature is rolling out gradually. If you don't see the Appointments tab, contact FunnelStreams support.
Open a record's appointments
- Open a company or custom object record.
- Click the Appointments tab.
- Switch between Upcoming and Past.
Book a meeting from the record
- On the Appointments tab, click Add and choose Meeting.
- Pick the calendar, date, and time.
- Choose the contact. A meeting always needs a contact.
- The current record is already selected under Associated objects. Add more records if needed.
- Save.
Link an existing appointment
Click Add, choose to link an existing appointment, and search for it. It must be in the same account.
Good to know
Services bookings are also on the Add menu, but the steps differ from meetings. Changes you make to the appointment show on the calendar and the contact as well.