Sales Appointment Schedule Link for Website
gathering votes
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Troy Perry
A link that we would be able to attach to our website that would allow customers to set their own sales appointments at a time convenient to them. Then this would automatically go into the CRM appointment calendar for that date and time. This would have to also be a lead that comes into the CRM so either AI can verify or sales.
Shawn Goebel
Merged in a post:
Appointment Creation Widget and Link
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Don Marino
Please build an appointment creation widget that can be used on the dealer website and linked for email blasts. It should give the customers the ability to pick a date and time, make and model, sales person request, and notes.
Shelby Parker
Great to hear your perspective, Don Marino! I have a few more questions for you:
- What specific features or functionalities would you like the appointment creation widget to have beyond date and time selection?
- Are there any specific integrations or systems the widget needs to connect with, such as existing CRM or scheduling tools?
- Do you have any preferences or requirements for how the appointment confirmation and reminders should be communicated to customers?
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Don Marino
Shelby Parker, Yes I figured it would be a DriveCentric tool and it would send the appointment directly to the CRM with the customers name, date, time, and specific or non specific sales person. Having the year, make, and model would be a nice feature because it could integrate with the wish list as well. As far as the appointment confirmation on the CRM side, it should remain the same as an appointment being confirmed by the manager. On the customer side, it would be nice to give the option for the appointment to be sent to their calendar and for reminders to be set up.
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Don Marino
Include a link for text appointments too.
Shawn Goebel
Merged in a post:
Appointment Schedule Link
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Ilse casas
an appointment link that be easily used in email templates and that will post the appointments in the organizers and let all involved about them
Drew Adler
Merged in a post:
Sales APpointment Schedule Link for Website
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Erik Johnson
Drew Adler
gathering votes
Shelby Parker
Great to hear your perspective, Troy Perry! I have a few more questions for you:
- What information should the customer provide when setting up an appointment?
- Should there be any restrictions on the times and dates when customers can schedule appointments?
- How should the system handle appointment conflicts or double bookings?
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Troy Perry
Shelby Parker Customer should provide, full name, vehicle interested in, and a valid form of contact (email or phone number).
Restrictions should only be based on hours of operation. There should be settings in place for the latest time available to accept an appointment.
The system can double book for sales.