Associate multiple appointments with one opportunity
in progress
B
Bryce Claudin
Need to be able to link and manage multiple appointments with one opportunity. This would make it much easier to track leads, projects, timelines, jobs, etc. With the current system, managing multiple appointments per opportunity is effectively impossible.
Examples 👇
🌿 Landscaping:
• Appointment 1: On-site quote
• Appointment 2: Service
• Appointment 3: Touch up / fix an issue
🏡 Real Estate:
• Appointment 1: Buyer consultation / needs analysis
• Appointment 2: Property showing(s)
• Appointment 3: Offer review & negotiation
• Appointment 4: Inspection walkthrough / closing prep
🛠️ Home Remodeling:
• Appointment 1: In-home estimate
• Appointment 2: Design & material selection
• Appointment 3: Demo start date
• Appointment 4: Final walkthrough & sign-off
💼 Consulting:
• Appointment 1: Discovery call
• Appointment 2: Strategy review
• Appointment 3: Implementation check-in
🚰 Plumbers:
• Appointment 1: On-site quote
• Appointment 2: Service
• Appointment 3: Follow-up / fix an issue
Log In
P
Pallavi Kothari
Hi everyone, this is now built and in private beta as part of the new Opportunities experience. An opportunity can now hold all of its own appointments (quote, service, follow-up and so on), and they show together on that opportunity rather than mixed in with everything else on the contact.
If you'd like early access, fill in this short form and we'll switch it on for your sub-account: https://api.leadconnectorhq.com/widget/form/SKdrNsiMIr9gIVrRYjh3
It's a private beta, so some things may change before full release, and your feedback will shape what ships.
Pallavi
P
Pallavi Kothari
updated the status to
in progress
R
Raul Agency
very important. And it must be linked to calendar appointments so that they can be discounted
B
Bryce Claudin
This is not supposed to be under "ad-reporting-and-attribution" category. That's the default. HighLevel Support
B
Bryce Claudin
This is helpful to literally any business that needs more than one appointment for a customer.
Upvote and comment so we can get the ball rolling!!