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:
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.
J
Jason Walling
Subsequent to that, the sold type should also be lease buyout or dealer purchase.
Shelby Parker
Great to hear your perspective, Jason Marriott! I have a few more questions for you:
- Can you provide more examples of the types of appointments you'd like to add?
- How frequently do you anticipate using the 'Lease Buyout' appointment type or similar new types?
- Would you like to have the ability to customize these appointment types further, such as adding specific details or notes to them?
J
Jason Marriott
Shelby Parker . Thanks for getting back to me!
- Lease Buyout, Product Application I think would be two types I would love to see.
- We would use both of the above types multiple times per week I would say
- Potentially. Lease buyouts might need VIN, Postal code and DOB for the guest. Product application might need information on what's being applied and where it's being applied.
R
Roy Wilson
I'm similar I would like one for trade appraisals!!!
K
Kevin Burlin
It would be nice to be able to leave an appt for a reminder but not have to start a new deal! For example, a customer comes back a week after taking delivery to have a remote start added. You dont want to forget but also, dont want to start a new deal and hurt numbers closing out the next day... ?
Shawn Goebel
gathering votes
Shawn Goebel
Merged in a post:
Expand Appointment Categories
J
Janet Lebar
Allow users to create custom categories for appt types.
Load More
→