Appointment Record Type

The Appointment record type allows insurance professionals to capture additional information about appointments, such as new opportunities or the number of referrals.

The following table shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

Table Appointment Record Type Fields

Field Name	Action
Appointment Rescheduled	Create a new check box field.
New Fact Finder	Create a new check box field.
New Opportunity	Create a new check box field.
Closing Interview	Create a new check box field.
Number of Referrals	Create a new Integer field.