Create Custom Appointment Types
gathering votes
C
Cecy Varela
Can you add another type of appointment title other than sales, service, delivery and general? I need one for post deliveries that I will be able to use after deal has been delivered.
Shawn Goebel
Merged in a post:
Adding Appointment Types
D
Dylan Isola
We wish to add different appointment types within Drive
Shelby Parker
Hey Dylan Isola, thanks for your feedback! I have a few more questions for you:
- What specific types of appointments would you like to add?
- How do you envision these appointment types being used by your team?
- Are there any specific features or functionalities you would like associated with each appointment type?
Shawn Goebel
Merged in a post:
Appoitments
M
Marisol Guzman
customer appointment options
Shawn Goebel
Merged in a post:
appt types
A
Andy Franck
It would be helpful if dealers with multiple different manufacturers had the option to change the appt type from just showing "sales" or "service" to show "Ford sales" or "Kia Service". It can be time consuming to go through all appts to figure out what store a customer is going to.
Shelby Parker
Hello Andy Franck! I have a few more questions for you:
- What specific appointment types would you like to see for each manufacturer?
- How frequently do you encounter issues with identifying the correct store for appointments?
- Are there any other appointment details that would be helpful to include for better clarity?
A
Andy Franck
Shelby Parker
Ford Sales, Kia Sales, Chevy Sales, Ford Service, Kia Service & Chevy Service are the ones we would use daily and would like to see. Everyday when we look through it is hard to tell without opening each file up and reading notes on the individual etc.
M
Melissa Prochnow
Shawn Goebel
Merged in a post:
Add Lease Buyout Option
J
Jason Marriott
Add an additional drop down for appt type, Lease Buyout. Have this feature not require a deal to be able to set the buyout appt.
J
Jason Marriott
Hey Shelby. Not sure there is any additional information required for it, just it as an option. No additional functionalities that I can think of at this time. I feel like it sets it up in the appt calendar so that when we are looking at the appointments for the day we can see what deliveries and leases buyouts we have. This will make it easier to schedule. Right now we are booking lease buyouts through our outlook calendar which is a nuisance. And if we use General in appts, we have to open each one to see if its a lease buyout or something else.
Shelby Parker
Hello Jason Marriott! I have a few more questions for you:
- Can you provide more details on the information needed for the Lease Buyout appointment type?
- What specific functionalities do you expect from the Lease Buyout feature?
- How do you envision the Lease Buyout feature improving your experience with our CRM tool?
Shawn Goebel
Merged in a post:
Customize Appointment Types
J
Jason Marriott
Would love the ability to add new appointment types like Lease Buyout as an example.
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