Appointment Insights (Wider Appointment Interaction)
Showing email interaction could be very useful. It would be really good if this could be extended to Appointments, users would be able see if an Appointment invite has been read, marked as Accepted (or Rejected) and would also see cards for this.
Related to this and I be...
STATUS DETAILS
Declined
Custom Alerts / Cards
It would be really useful to be able to create custom alerts or cards for insights. An example could be to create an alert / card for an Opportunity that has been stuck in a stage (process bar) for a period of time.
The first step would be to be able to raise an alert vi...
STATUS DETAILS
Declined