Change lead status from the calendar
It would be great if I could change the lead status (like it is on the pipeline) when I am going through the calendar view. For example mark it as paid, etc.
Donatas Viskontas
shared this idea
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Keith
commented
I think this is related to this one:
https://hostfully.uservoice.com/forums/271343-property-management-platform-web/suggestions/46502164-update-dashboard-userflow-of-processing-new-leadsI would think it would simplify the programming if all the lead management views were the same.
Shouldn't matter if I'm viewing a lead from the dashboard, pipeline or calendar.
All Same info all should work the same.I suppose in some cases where the lead assignee has certain rights that others don't there might be some differences but these should also be consisted based on permissions.
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AdminAlice (Sr Product Mgr, Hostfully) commented
We actually plan to have the pipeline actions available within the lead modal. So from the calendar, you would be one click away from those actions (click on a booking, get the lead modal, select your action).
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AdminTed Nguyen (Admin, Hostfully) commented
Thanks for your response, Donatas! I have edited the ideas based on your latest comment. The team will look into it and will consider this improvement for future developments.
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Donatas Viskontas
commented
Yes, you are right I wasn't aware of the Edit option (that's my bad)
the other part was that it would be great if I could change the lead status (like it is on the pipeline) when I am going through the calendar view. For example mark it as paid, etc.
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Thanks for your feedback, Donatas! Can you let us know what kind of editing in the Calendar that you're referring to?
Normally, you can adjust your bookings directly in the Pipeline by clicking on "Edit" button.