Automated Quote Reservation Process
This idea is basically an extension on the triggered correspondence functionality.
A customisable workflow solution would have triggers, decision points, actions and diary events.
For example, a quote followup workflow would be ;
- trigger quote status 7 days prior to arrival date.
- automatic workflow decisions based of field values, such as quotes for a specific agent might be ignored.
- automate a correspondence
- set a followup date.
- etc
Such workflow builders are common in CRM systems. I can provide more details if required.
Regards
Stephen
Thank you for your suggestion on a way we can improve RMS 9+.
All user suggestions are reviewed and kept on file, with our most popular suggestions introduced for consideration into a future development cycle.
In the meantime, we encourage you to vote on other suggestions that you would find of benefit or add any new suggestions you may have for ways we can continue to improve RMS products.
Should your suggestion become scheduled or a similar feature be introduced, we will notify you and update this page.
We appreciate your valuable feedback and look forward to introducing exciting new features from our user suggestions in the coming months.
Kind Regards,
RMS Product Development
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kelly commented
Have an actual Quote able to send without it having to be made a reservation!
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Anonymous commented
I would like the quote to be able to be sent through the guest portal
I would also like to be able to assign the daily tasks (requirements) to follow up the quote
Quotes are part of the sales funnel and we should be able to go from quote, to follow up, to conversion.