Virtual Appointments
Oscar Mora
Need a button to create a virtual appointment so it shows up difference from a store appointment
Shelby Parker
Thanks for sharing this, Oscar Mora — totally hear you on wanting virtual appointments to be clearly distinct from in-store ones. To make sure we’re designing it in the right spot and in the most useful way, can you clarify where in DriveCentric you’d expect to create a “virtual appointment” (customer record, appointments/calendar page, task, etc.)? Also, what specifically should be different about it compared to a store appointment (labeling/visual indicator, filtering/reporting, visibility for certain users)? And what’s the main goal behind separating the two for you — scheduling, reporting, staffing, customer communication, or something else?
Oscar Mora
Shelby Parker reporting is the most important we are a desistation store and we do about 70-80remote deals and we have a team of 3 BDC sales guys and they set virtual appointments with customer