1) Soffront Appointment Scheduler
How many times do you ask your potential clients “what time works for you?” How much time do you waste going back and forth to find a common appointment time? If you are like many of our customers, probably a lot.
We are introducing Soffront Appointment Scheduler to help. It is a new module to set appointments more efficiently.
A) What is the Soffront Appointment Scheduler?
The Soffront appointment scheduler is your own personal and shareable calendar link. It is online and available 24/7. You can share the link with potential clients using email and text messaging.
Your potential clients use the link to choose a time that works for them and directly schedule the appointment in your calendar.
If you are familiar with tools such as Calendly and Acuity, you would feel at home with our appointment scheduler. It is included with your Soffront account at no extra cost.
B) Why do you need it?
- Automate the appointment process and save your time going back and forth to set an appointment. Simply share your scheduler link and let potential clients set the appointment themselves.
- Keep your schedule organized by setting your availability. Potential clients can only pick time slots based on your availability.
- Be prepared for the appointment by collecting crucial information when the appointment is scheduled.
C) How does it work?
Setup
- Specify your availability.
- Specify the intake form. The intake form is the information you’d like to ask your potential clients while scheduling the appointment.
Using the Scheduler
- Add your scheduler link to your emails or text messages. You can also include it in your email signature.
- Appointments scheduled by your potential clients will be directly added to your Soffront calendar.
- If you have setup the calendar integration with GSuite/Office365, the appointment will be added to your GSuite/Office365 calendar.
Prerequisite: Please set up the synchronization of your GSuite or Office365 calendar with CRM before setting up the scheduler.
Setting Up Your Scheduler
- To set up your scheduler, go to Settings → My Setup → Click Appointment Scheduler.
- The Appointment Info section is used to specify the appointment name that your potential contacts will see, the location, duration and description of the appointment.
You can also specify a minimum advance notice. Your potential clients will not be able to schedule within the notice period.
- The next section is to specify your availability. The My Availability section lets you choose your available hours for the 7 days in the week. Your potential clients will be able to schedule appointments only within these hours. The default timing is 8 AM to 5 PM from Monday to Friday, but you can change it as per your requirement.
- The next section is to specify the Intake Form. Your potential clients will need to submit the intake form to schedule the appointment.
- By default, the first and last names and the email addresses are mandatory information in the intake form. You can add other fields such as company or phone number by clicking the Add Another Field link.
In case you have multiple Active workflow configured for Accounts object, there will be a section to specify the workflow and status wherein the lead would get created.
Values of Status field depending upon the selected Workflow.
- The Submit Button Label lets you change the display label of the submit button for your potential clients to see when they schedule the appointment.
- The Define Your Thank You Message field lets you define the message your potential clients will see after they submit the appointment request.
- After you Save the setup, Soffront will generate a personal and unique scheduler link.
- Click the Copy to my clipboard icon to copy the link to your clipboard.
Using Your Scheduler Link
- To insert your scheduler link into your email signature, edit your signature and click the Scheduler icon.
- To insert your scheduler link into sales templates, edit your template and click the Scheduler icon.
2) More Intuitive Advanced Search
From this release, when you perform an advanced search, we will display the last fields you searched at the top.
Example, if you search for a city and industry, the next time you come back to advanced search, we will show the city and industry fields at the top with the search fields.
You can clear out the last search by clicking the Clear button.
3) Always On Grouping Criteria on List Views
When you look at a list view, we offer a convenient group option to categorize the records. That section used to be collapsed by default. From this release, we will expand that option at all times. This will save you an extra click to expand it.
4) Send Scheduled Emails/Text Messages Immediately
From this release, you will be able to send any scheduled email or text message immediately if it needs to be sent before the scheduled date.
To send immediately, click the three dots beside the scheduled email or text message and click Send Now.
5) Batch Option for Converting Contacts to Accounts
You may have marketing contacts in your CRM without associated accounts. An easy way to find out is to run the Contacts without Accounts filter from the Contacts home page.
If those contacts are ready to be put into the sales process, you will need to create accounts for those contacts.
From this release, we are providing a batch operation to convert multiple contacts into accounts.
From the Contacts List View, choose the contacts that are ready to be entered into the sales process > Click on More menu > Click Convert to Accounts.
In the Batch Convert to Accounts screen, enter these information:
- Workflow: Required. Choose the workflow for the accounts.
- Status: Required. Choose a status for the accounts.
- Sales Rep: Required. Choose the assigned sales rep for the accounts.
- Add to Group: Optional. Choose a group if you want to assign a group to the accounts.
- Note: Optional. Add a note to the accounts. For example, you can add a note explaining why these contacts are being converted to accounts.
- Check the Notify Sales Rep check box to notify the assigned sales rep.
6) Drag & Drop for Contacts and Tasks
Drag & Drop for Contacts
From this release, you will be able to use the contact column view and drag & drop contacts to change the contact status.
You will also be able to re-order the columns in the contact column view.
To re-order the columns, click Setup View > locate the Order the columns for this view section > re-order the status values > Click Save.
Drag & Drop for Tasks
With this release, you will be able to drag & drop tasks in the tasks column view between the overdue, today, tomorrow, and future columns.
7) Intuitive Note Type Enhancements
Adding a note is essential to keep your CRM up-to-date. From this release, when you add a new note, we will save you time and remember the last note type you selected.
We will also let you add a new note type on the fly. To do that, simply click the Add to this List option located at the end of note type drop-down.
8) See Only Your Active Workflows
You asked, we delivered. From this release, we will only show the active workflows by default. To see your inactive workflows, click the Workflow Status drop-down in the Workflow List View.
