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.
Drew Adler
Merged in a post:
Sales APpointment Schedule Link for Website
E
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.