Clemente asked 5 years ago
Let’s say I have a team of 10 sales people, and I want that each appointment would be assigned to each one based on sequence.
Nikola Loncar Staff answered 5 years ago
Hi Clemente,
like each appointment go to different person and after cycle is completed then go from begging. There is no out-of-the box for that but maybe it can be added via custom code change on your local site.
Best regards,
Nikola
clementeacosta@gmail.com
replied 5 years ago Thanks Nikola for your soon answer!
May you recommend me a starting point and a reference to achieve that? I want to create the custom code, my question is where to start to read about how to do it in easy appointments.
What I want is that when the customer schedule an appointment, it has two options: 1. select the sales person or 2. select automatic assignment and the software assign a sales person based on a sequence.
Example: 4 sales people, customers A, B, C, D, select automatic assignment, the software assign A to sales agent 1, B to sales agent 2 and so on.
Nikola LoncarHi, I will have to improve EA for such thing. I will need to expose some hooks that will be later used to switch users. Can you please tell me are you willing to invest some money in such feature. 🙂
Best regards,
Nikola