07-29-2023 05:34 AM
All,
Not sure if this is possible or not. When we have a "Potential Member" tag on a customer we would like that work order to already have an estimate for a Membership attached. That way every potential member is given at least an estimate for a membership. If not sold on site it would give our rehash team a second chance to do so. Is there any way to do this?
Thanks!
08-10-2023 08:36 AM
Hi @HBromberg,
Thanks for sharing your feedback. That sounds like something for the ideas page! 💡