Add Appointments as to Home Pipeline
gathering votes
N
Nicholas Goblirsch
Today's appointments should be front and center when you log into DriveCentric. It is possibly the most critical and time sensitive information that DriveCentric tracks for us and it would be great if it was more glanceable.
Drew Adler
Merged in a post:
Add Appointment Set to Pipeline
E
Emily Brock
I want to be able to see all appointments that didn't show
Shelby Parker
Hey Emily Brock, thanks for your feedback! I have a few more questions for you:
- Can you clarify what information you would like to see for the appointments that didn't show?
- Would you like to see this information for a specific time period or for all time?
- Do you want this feature to be accessible to all users or only certain roles?
E
Emily Brock
Shelby Parker I think it should be added to the pipeline similar to how engaged, visit, proposal, and sold are shown. All time just like engaged. Feature should be accessible to all users just like the pipeline.
Shawn Goebel
gathering votes
Shawn Goebel
Nicholas Goblirsch Thank you for the feature request! I am going to move this one to Gathering Feedback to see what other users think about this request! Thank you again and have a great day!
J
Justin Theriault
Shawn Goebel we need this bad! With such a high volume, it's impossible to get salespeople to find their daily appointments to confirm them.