This new functionality allows you, when creating a lead, to choose the business type with “Services” behaviour and then schedule an appointment directly from there.
Furthermore, you can integrate the leads that are generated from advertising campaigns, or with our automation module, Pilot can create them for you when it’s time to schedule a new workshop visit.
BENEFITS
You can have an organized and proactive service prospecting schedule. It has never been so easy to have full occupancy in your workshops.
With this new behaviour, you can schedule an appointment at your workshop directly from a lead. At the bottom of the lead, you’ll find the “Create an appointment” button. Clicking on it will open the same form found in the appointment module, allowing you to fill it out with the necessary information.
To save the appointment, you can click “Save” or “Save and Email” to have the appointment sent to the client via Email.
Once the appointment is created, it will be recorded at the bottom of the lead, and the lead will be closed as “won”. If the appointment is updated, it will be automatically reflected in this record
Manage your workshop in Pilot and optimize the work of your teams!
If you still have any questions or queries you can enter the FAQ, there you will find all the information needed to manage it or leave a comment below and we will be in touch shortly.
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