Confirm button for checking into showroom
M
Marcus Wilson
I often accidently check customers into the showroom when trying to print documents. Thought that it would be helpful if there was a confirm button so that it does not affect the sales person closing percentage when the managers check them out.
J
Jennifer Shea
I do the SAME THING! I have accidentally clicked check-in so many times, and there is no way to undo the check-in. Allowing us the option to confirm each time is only one extra click but will keep the CRM stages correct for all customers.
Shelby Parker
Great to hear your perspective, Marcus Wilson! I have a few more questions for you:
- Can you describe the current process of checking customers into the showroom and how often this issue occurs?
- Would you prefer the confirm button to be a mandatory step or an optional feature that can be enabled or disabled?
- Are there any other areas in the system where you think a confirm button would be beneficial?