Lee Emerson
Posts
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CRM Probing Questions
PROBING QUESTIONS: radio buttons to quickly hit, collapse to selections only after selectedProduct Categories: Cpt MLF Wd Ceramic Shower SV Laminate Beds Pets Y N dog cat other _____________Kids Y ...
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CRM Fuzzy search
The starting search field needs to be fuzzy and search multiple fields. Husbands often come in and not tell us their wives already came in about the same opportunity. People use nick names, etc. Ad...
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CRM Date/time stamp
Auto Date & time stamp on everything comments, appts, tasks, comments, etc
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CRM Email thread like chat thread
Email thread attached like a chat
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CRM Email & Text Templates
Templates like in CMM for Emails and text
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CRM Calendar
Calendar should have lines every 30 mins and sch every 15 mins so it is easier to read and see open time slots. Make it look like outlook
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CRM Pictures and attachments
The ability to Take pics, scan & attach everywhere should be added. Put an Icon at the top right where phone, map, Zillow icons are RE 7-11-20 Req
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CRM Appointment Duration
Appointments default to 1 hr change to 6 to force duration input by the SP. SP consistently will not adjust the time to what is really needed.
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CRM PO & Job #
Why is po# and job# on “to do” screen, if this is retail no retail cust will have po and job #. This should be removed.
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CRM Ship TO
Ship To needs a button to pull all info from Sold To