08-05-2008 10:36 AM
I use the software in a tanning studio to book on sunbed sessions ( as times / dates of sessions need to be recorded for 3 years ) but the staff are not very good at selling add-ons. Can the system popup a reminder or suggestion box at the opportunity screen?
Or any other idea would be much appreciated.
08-08-2008 11:36 AM
Sorry, I'm a little confused. Are you trying to create a note automatically when creating a new opportunity?
08-08-2008 11:40 AM
i would like the system to flag up a message when a sale is being put though. We are a tanning shop and the staff are not selling enough add-ons, and there excuse is they forget to ask the customer. If the system could bring something up infront of there face while doing the sale it would remind them to ask.
08-08-2008 02:32 PM
you might want to hae a look at this addon: Field Tooltips you might be able to incorporate it into your process.
Also, have a look at the set field triggers in the define fields menu. You may be able to trigger a message to come up in notepad or something as a reminder. Seems like a bit of a work around and not very elegant but it may do what you want.
post it notes and additional training for your personell probably wouldnt hurt either. maybe set up an incentive for them to get more sales.