Schedule with No Contact

Ideas Schedule with No Contact

1

1 year ago

Michelle

completed1

I would like the ability to schedule an appointment without creating a contact in Salesforce. I would like to click New Appointment and add a SUMO user as the host and then just an email address as the participant without creating a contact or a lead.

Related Ideas

Respect Advanced Notice to Schedule on New Appointment

reviewed11 months agoAs an admin I would like to set it so that users cannot schedule appointment using the new appointment feature same day. I would like the limits that ...Read more

Show appointments in Activity Logs of all participants

open2 months agoWhen you schedule an appointment with more than one participant, it only shows in the activity log for the primary participant. The secondary (and...Read more

Auto Add Address

reviewed2 years agoWhen booking an appointment using the Instant Booker from a contact or lead, pull in the address associated with the lead or contact to the in person ...Read more