Appointment Section in the Pipeline
M
Michael Brand
Would it be possible to have an Appointment Section in the pipeline?
Shelby Parker
Thank you for posting, Michael Brand! I have a few more questions for you:
- What specific features or functionalities would you like to see in the Appointment Section?
- How do you envision the Appointment Section integrating with your current workflow?
- Are there any specific data points or metrics you would like to track within the Appointment Section?
M
Michael Brand
Hello Shelby Parker, if there was a similar category to Visits and Proposal but for any lead with an appointment that would be great.
I feel that an Appointment or missed appointment needs to be handled differently that a regular Engaged lead.
This would also allow us to set up a separate follow up process for "Booked" Leads vs having them stay in the Engaged follow up process