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Filter Appointments in Mobile App
Is there a way to filter sales and service appointments in the mobile app?
7
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Appointments
·
gathering votes
28
Add Additional Appointment Types (Remote, Virtual)
Add the following Appointment Types: Remote Test Drive Remote Delivery Virtual Post Delivery
13
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Appointments
·
gathering votes
22
Add a permission to Create an Appointment for other Users
The ability to set an appointment for someone else and give them credit in reporting. Meaning customer emails saying they will be in and the sales person is not there yet. Should be credit to the sales person on the lead.
6
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Appointments
·
gathering votes
27
Auto Confirm Same Day Appointments
I know auto confirm set appointments is already an option, but I don't want to confirm my future appointment. An option to auto-confirm for same day would be great!
10
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Appointments
·
gathering votes
55
Create Custom Appointment Types
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.
17
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Appointments
·
gathering votes
54
Sales Appointment Schedule Link for Website
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.
6
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Appointments
·
gathering votes
24
Add Appointments as to Home Pipeline
Today's appointments should be front and center when you log into DriveCentric. It is possibly the most critical and time sensitive information that DriveCentric tracks for us and it would be great if it was more glanceable.
7
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Appointments
·
gathering votes
21
Ability to Create Appointments Without an Open Deal
I would like to be able to set a delivery appointment after the deal has been closed. Customers come back often for a second or third delivery and I would like to be able to use the calendar function to plan out my days properly.
11
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Appointments
·
gathering votes
30
Add the Ability to send a Calendar Invite to Customers
The ability to send customer calendar invites would be helpful for customers to add appointments to their calendars and get their own reminders from their calendar.
13
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Appointments
·
gathering votes
54
Sync Appointments in DriveCentric to other Calendars
It would be helpful to be able to sync our appointments in DriveCentric with other calendars such as: Google Calendar Apple Calendar Outlook Calendar
13
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Appointments
·
gathering votes
82
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