Be able to schedule appointments from CRM/Opportunities
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Laura Higgins
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Sarah Jones
This is a really important element to be added to the CRM/Opportunities. The whole point of the pipeline is track our leads and record when we follow up with them. At the moment I am using Notes to record it each time. However, it should be clearer and being able to schedule when the calls are going to be made and set reminders for the next follow up would be really helpful.
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David Lamoureux (Product Support Analyst)
Hey Laura Higgins Thank you for your feedback and adding this request. That's a great suggestion! We'll be sure to keep this open for others to vote on and for our dev team for review.
Can you please describe this in a bit more detail? How would you ideally like to see this implemented? Take me through the process you would like to go through.
Looking forward to your response!