1
Click here.
2
Click this icon.
3
Complete required fields.
4
Click "Save"
5
Click "Create new..."
6
Complete the required appointment fields.
7
Click "Save"
8
Click "Show more actions"
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Click "Appointment Assignment Form"
10
Assign the appointment to a different user.
11
Click "Save"
12
Click "Post Appointment Form"
13
Fill out Required fields.
14
Set Agreement Signed at Appointment to "Yes".
15
Set Proposal Made to "Yes"
16
Click "Save"
17
Click "Buyer Signed Form"
18
Fill out the required fields.
19
Click "Save"
20
Open the newly created Agreement record.
