Add a permission to Create an Appointment for other Users
gathering votes
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John Butler
The ability to set an appointment for someone else and give them credit in reporting. Meaning customer emails saying they will be in and the sales person is not there yet. Should be credit to the sales person on the lead.
Shawn Goebel
Merged in a post:
Adding another user as the Creator of an Appointment
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Christopher Phillips
setting an appointment for someone else in BDC. We should be able to set and create an appointment for another BDC rep.
Shelby Parker
Thank you for posting, Christopher Phillips! I have a few more questions for you:
- Can you provide more details on the current process of setting an appointment in BDC?
- What specific features or functionalities would you like to see in the appointment setting for another BDC rep?
- How often does this scenario occur where an appointment needs to be set for another BDC rep?
Shawn Goebel
gathering votes
Shawn Goebel
under review
Shawn Goebel
John Butler Thank you for the feature request! Would you mind expanding on this? If the user has the correct permissions, they can create an appointment for another user. Is that what you're looking for? Thank you!
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John Butler
Shawn Goebel: they can already make the appointment for the other user but it does not show under primary user set appointment report.
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Shannon B
Shawn Goebel: Agreed that it would be great to "set appointment AS [someone]". For the BDC, this would be extremely helpful as clients often are ready to set their appt only after the rep that worked their file is gone for the day :/