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Support scheduling from sales opportunities / activites
planned
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Jason Langenauer
planned
Hey everyone!
We're about to kick off design and development to allow TimeZest to work with opportunities in ConnectWise Manage and Autotask, and we'd love to talk to some of you to find out how you currently use opportunities, and how you'd like to use them with TimeZest.
If you'd be willing to show us your current process, and tell us any frustrations you have with it, please book a meeting with me:
Feedback like this helps us build features that are as valuable to you as possible.
Thanks!
Jason
Directory of Product
Jason Langenauer
This request has been here for a while, and while ConnectWise still doesn't allow 3rd party pods to be added to the Opportunity screen, our new workflows engine might offer some ways to work with this.
One thing we could do is add a "Create an Opportunity" action, which would allow TimeZest to create an opportunity when a customer schedules, and schedule an activity associated with that opportunity. Alternatively perhaps this could include some sort of "Find or create" a logic to not create duplicate opportunities where one already exists for a customer.
Is this something which might be useful?
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Jeremy Barnes
Jason Langenauer: Yes, this would be beneficial, especially if we can make sure that it can also create a contact for a company that exists, or if it is not a company, be able to still create a contact under the default catchall or something so that Sales folks can still utilize this. It would help us ensure that Sales people are adopting to creating opportunities prior to a quote going out.
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Jason Vanzin
Jason Langenauer: Yes, I think this would be helpful. It would also be beneficial if in addition to creating and opportunity, if it could update the opportunity if there already is one.
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Mat Kordell
For that matter, when the client books the appointment I get an email telling me it happened. Just include the same cancel/reschedule buttons that are sent to the client in the email that comes to me.
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Mat Kordell
How about just the ability to cancel an appointment which generated an activity? For instance when sales people send a time zest link in an a email signature or otherwise, there seems to be no way on the MSP side to cancel or reschedule these appointments... Only to ask the client to find the email they received, potentially weeks ago, when they scheduled the meeting and to cancel or reschedule it.
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Russ Cormier
Mat Kordell: This is exactly what I am looking for, we occasionally get a prospect that reaches out ahead of time and wants to reschedule, our appointment setter has no way to do that unless we create tickets (instead of activities, but then I've got added overhead that doesn't really need to be there). I understand that it is a ConnectWise limitation to not have the time zest pod in an activity record
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Mat Kordell
Russ Cormier: I actually found the answer. It's not elegant but you can cancel any meeting through the portal.
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Simon
ooh dear... I do not admire you working with CW.. I believe it will take a while (based on the age of some requests in the CW enhancement forum). But yes... this is indeed a very good suggestion
William Pote
This would be awesome! Hopefully manage steps this up for custom pods.
Brad Benner
under review
CWM doesn't currently allow customize pods to be set up on the Sales Opportunity screen. Support for this is planned and we're working with them to see if we can move the timeline up for this.