{"id":424,"date":"2014-12-18T12:13:22","date_gmt":"2014-12-18T12:13:22","guid":{"rendered":"http:\/\/www.portatour.com\/blog\/users\/?p=424"},"modified":"2014-12-18T12:13:22","modified_gmt":"2014-12-18T12:13:22","slug":"convert-call-suggestions-to-appointments","status":"publish","type":"post","link":"https:\/\/www.portatour.com\/blog\/users\/en\/2014\/12\/18\/convert-call-suggestions-to-appointments\/","title":{"rendered":"Convert call suggestions to appointments"},"content":{"rendered":"<p>The latest update offers a valuable feature addition for those who arrange\u00a0their appointments in advance by calling the customer on the phone:<strong> converting a call suggestion into an appointment with a click<\/strong>. Should the suggested call be suitable for the customer, just convert it into an appointment with the click of a button. Updating the schedule is not necessary anymore. The <strong>appointment shows up in the schedule immediately<\/strong>. Converting a suggested call into an appointment works in three places in portatour\u00ae:<\/p>\n<ul>\n<li><strong>In the schedule <\/strong>(by clicking on the box in the call entry\u00a0to the right)<\/li>\n<li><strong>On the customer detail page\u00a0<\/strong>(in section &#8220;Next Call&#8221; by clicking the button)<\/li>\n<li><strong>In the calendar<\/strong>\u00a0(by clicking on the suggested call)<\/li>\n<\/ul>\n<p><a href=\"http:\/\/www.portatour.com\/blog\/users\/wp-content\/uploads\/sites\/2\/calendar-convert-to-appointment.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-426 size-full\" src=\"http:\/\/www.portatour.com\/blog\/users\/wp-content\/uploads\/sites\/2\/calendar-convert-to-appointment.png\" alt=\"\" width=\"409\" height=\"341\" srcset=\"https:\/\/www.portatour.com\/blog\/users\/wp-content\/uploads\/sites\/2\/calendar-convert-to-appointment.png 409w, https:\/\/www.portatour.com\/blog\/users\/wp-content\/uploads\/sites\/2\/calendar-convert-to-appointment-300x250.png 300w\" sizes=\"auto, (max-width: 409px) 100vw, 409px\" \/><\/a><\/p>\n<p>Upon converting the suggestion you decide whether the appointment should be <strong>exactly at the suggested time<\/strong> or &#8220;<strong>a flexible appointment on the day<\/strong>&#8220;. We recommend using\u00a0flexible appointments to give portatour\u00ae more room for optimization\u00a0and to be able to react to unforeseen\u00a0changes.<\/p>\n<p><em>P.S. Converting\u00a0suggested calls into appointments als works directly in Salesforce. As a prerequisite, install the latest release (<a href=\"http:\/\/www.portatour.com\/salesforce\/download\">download for Salesforce<\/a>).<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The latest update offers a valuable feature addition for those who arrange\u00a0their appointments in advance by calling the customer on the phone: converting a call suggestion into an appointment with a click. Should the suggested call be suitable for the customer, just convert it into an appointment with the click of a button. 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