Appointments that are created will be added to the calendar and if there are any appointment rules related to the result of the newly created appointment, those activities will also trigger behind the scenes. The address on the appointment that is pre-populated will save onto the inquiry job site address. Product interest modifications will be available on the appointment. Modifying product interests on the appointment will modify the product interests on the related inquiry.
Inquiries can be created only when adding an appointment. Selecting the inquiry field will present a take the user to a new screen where a list of inquiries will be presented to the user. Users can select an inquiry or add a new inquiry.
Adding inquiries, users will be able to add product interests to the inquiry along with its related data.
Selecting an Inquiry
Selecting an inquiry will add the inquiry to the inquiry field and add any product interests that exist on that inquiry to product interests area on the appointment.
Salesforce requires Appointments to have a Lead Source related to the Prospect the Appointment is for. Creating an Appointment will select the latest Lead Source based on Taken On date and take the Interests on the Lead Source and populate the Appointments Interested In fields. Each Interested In field comes from Interest Selections and each selection adds an Interest that is either related to a Lead Source or to an Appointment.