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Appointment Source In Mitchell1

nkabbara
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nkabbara Rookie

nkabbara

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Hi All,

 

I've been learning the M1 scheduler and noticed that I can't specify where the lead is coming from.

 

I have several ad campaigns running and when a call comes in, I'd like our SA to be able to use the scheduler to set an appointment and specify the source of the call, i.e. which ad campaign generated the call.

 

Any idea how we can do this or a workaround?

 

The only thing close to this that I found is "Referred by" in the customer record, but it's not easy getting there from the scheduler.

 

Thanks in advance.

 

 

-Nash

jwidener Newbie

jwidener

Posted
Posted

The New Mitchell schedule software that just came out a couple months ago Has a source box in the middle lower part of the appointment page for this. What verision do you have?

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