Add Deal Documents Token for Appointment Information
gathering votes
H
Hannah Surdis
Prospect sheets have the option for appointment date/time however it does not autofill the information for a client's upcoming date/time. It would be great if the appointment information would feed in automatically similar to how the client's information & VOI are already fed into the sheet.
Jonathan Schultz
gathering votes
Shelby Parker
Thank you for posting, Hannah Surdis! I have a few more questions for you:
- Can you provide more details on where you would like the appointment information to be displayed?
- Are there specific fields of the appointment information you want to be auto-filled?
- How do you envision this feature improving your workflow or interaction with the system?
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Hannah Surdis
Shelby Parker
1/2.) There is already a field for the appointment information, it just does not autofill it the information, so it would just be actually utilizing the field that already exists.
3.) This feature allows for more fluid communication between our BDC, the sales people, and our sales managers. Our BDC prints the prospect sheets for every appointment to give to our sales managers/sales people and it allows for us to be more prepared for the client's visit at a quick glance. Our BDC is located off-site so the more information that we can efficiently relay to our sales managers and the sales people, the better.
The ability to edit the PDF is a great feature.
Adding the option for the most recent note to be added to the "Notes" section could also be helpful, ie. if we hit print document for the prospect sheet and it prompts us to have the OPTION (but not required) to check/uncheck boxes corresponding to the most recent notes to push the information over to the prospect sheet would be a great feature as well.