I would like to change the status of a reservation (booked, canceled, payment received etv) in the calendar.
I would like to be able to do all these pipeline actions on bookings/inquiries in the Calendar rather than needing to move to the Pipeline to complete these tasks:
- Mark as booked
- Mark as paid
- Place on hold / extend hold / revoke hold
- Close lead
- Cancel booking
- Re-open (a closed lead)
- Record a payment
2
votes
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AdminAlice (Sr Product Mgr, Hostfully) commented
Agreed this would be a great feature and a time saver. We plan to allow you to apply those actions within the lead modal itself (the same way we have it on the app: from each inquiry/booking, you can apply the action)