In Salesforce CRM, an appointment refers to a scheduled meeting or interaction between a customer and a sales representative, service agent, or other personnel. This could include in-person meetings, phone calls, or virtual meetings and is typically used for sales or customer support activities.
Using the appointment feature in Salesforce CRM and a well-defined texting solution, businesses can create, schedule, and manage appointments for their customers effectively and faster. While Salesforce appointment booking, these appointments can be assigned to specific personnel, linked to specific accounts or opportunities, and tracked for progress and follow-up using the calendar feature.