Add pipeline actions to the mobile app
It would be so useful if we could access the pipeline and do the actions allowed in the pipeline from the mobile app. It basically only allows you to view things, very little action can take place. I found it interesting that you make it so we can cancel a reservation but not update, request payment or any of the things that we do regularly. Cancelling is the last action we want to take.
6
votes
Karen Soper
shared this idea
On the mobile app, you can now:
- apply "pipeline actions" for each reservation, depending on their status (put on hold, mark as paid, record a payment, cancel, ...)
- edit any reservation detail
- send any template you have pre-written within your web PMP's account