{"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. Updating the [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1,5,3],"tags":[],"class_list":["post-424","post","type-post","status-publish","format-standard","hentry","category-anywhere-en","category-outlook-en","category-salesforce-en"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.portatour.com\/blog\/users\/en\/wp-json\/wp\/v2\/posts\/424","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.portatour.com\/blog\/users\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.portatour.com\/blog\/users\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.portatour.com\/blog\/users\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.portatour.com\/blog\/users\/en\/wp-json\/wp\/v2\/comments?post=424"}],"version-history":[{"count":2,"href":"https:\/\/www.portatour.com\/blog\/users\/en\/wp-json\/wp\/v2\/posts\/424\/revisions"}],"predecessor-version":[{"id":431,"href":"https:\/\/www.portatour.com\/blog\/users\/en\/wp-json\/wp\/v2\/posts\/424\/revisions\/431"}],"wp:attachment":[{"href":"https:\/\/www.portatour.com\/blog\/users\/en\/wp-json\/wp\/v2\/media?parent=424"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.portatour.com\/blog\/users\/en\/wp-json\/wp\/v2\/categories?post=424"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.portatour.com\/blog\/users\/en\/wp-json\/wp\/v2\/tags?post=424"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}