Go-See Appointment for Sales
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Melissa Prochnow
Currently there is an all or nothing set up for the Genius to send out appointment confirmations to clients. As an ultra luxury location, we often have what we call go-see test drive appointments where we go to a client at their place of employment or home. The appointment confirmation Genius sends out includes the dealer address causing confusion for the client with this type of appointment. As a result, we are not setting these appointments in the CRM; which causes inaccurate reporting. The addition of a go-see appointment for sales where the Genius does NOT send out appointment confirmations would be something we would use regularly.
Shelby Parker
Thank you for posting, Melissa Prochnow! I have a few more questions for you:
- What specific information would you like included in the go-see appointment confirmation, if any?
- How frequently do you anticipate using the go-see appointment feature compared to standard appointments?
- Are there any other unique appointment types or scenarios that should be considered for future updates?
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Melissa Prochnow
Shelby Parker
- Perhaps something such as: This is a friendly reminder of your appointment with Land Rover Sudbury on 11/15/2024 @ 5:00 PM. Instead of: This is a friendly appointment reminder for your visit at Land Rover Sudbury on 11/15/2024 @ 5:00 PM.
- Weekly
- Delivery appointments allowed to be scheduled after a deal is posted delivered in DriveCentric. Most deliveries occur after a deal is marked delivered. Hence our lack of use of this appointment option.
Thank you! :-)
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Tina Norton
Yes! We have locations that frequently do remote deliveries so having a standard template and an optional override in this situation would be great!