VISION ERP – Training Guide

Set Up Appointment in NS 

Setting an appointment will place the appointment in the NS schedule and will show in the dashboard reminder and Google Calendar (Not on Outlook yet).

1. From the Opportunity  
2. Fill the form

Note: Title will come with the Name and Address.  Cut address from the Title and paste it under Location.  That way the salesperson can click in the address and the GPS will work.

1. Make Sure to set date and time of the appointment.  
2. Invite the salesperson to the event so that it shows on the Google Calendar as well as NS.
3. Save

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