Add a column for Appointment Created Date to the Appointments Screen
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Louis Zmudzinski
Please add the filter for appointment created date
Shelby Parker
Great to hear your perspective, Louis Zmudzinski! I have a few more questions for you:
- What specific criteria or options would you like to see in the 'Created Date' filter?
- How frequently do you anticipate using the 'Created Date' filter for appointments?
- Are there any specific reports or analyses you plan to perform using the 'Created Date' filter?
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Louis Zmudzinski
Shelby Parker 1 - The only option I would like is to have the appt dated created under the customize collums. This will help me see what when appointments were set when find how many customers were delivered from my BDC reps appointments set
2 - I would use it minimum weekly and for sure once a month when calculating end of month totals. I tried using the daily activity report but the delivered amount is not only for how many shows they got into the dealership that month.
3 - I would be using this to find my BDC reps sold % from appointments they set.