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Associate multiple appointments with one opportunity
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
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