Groupings for Large Leads
New
We often quote multi-day events (Thu, Fri, Sat), or large events with several "areas" (kiddie zone, family zone, 21+ only, etc.).
I would love the ability to "group" certain offerings to make large quotes more manageable. Think "add header" but on steriods.... some ideas on how this would function:
- A group could have the option to be "package priced" (like an impromptu package)
- A group could display on the quote as a drop-down / accordian instead of focing several page long quotes
- A group could be dragged / moved up & down in the backend as a "single unit" (like when moving grouped graphics in powerpoint)
- A group could be displayed with notes that apply to the entire group (*groupnotes*)
- A group, even if not "priced like a package" could optionally display a subtotal
- A group could be utilized to impact worker schedules, or to make shifts
- A group could be assigned a separate vehicle, or an additional trip
- A group could be given a "group name" that would make ongoing customer communications easier to discuss
I like this idea
If you type in an area into the item search bar and then select Heading. You can put things under that heading. IF you need to have the same item under multiple headings, you have to expand that items options and click the duplicate. We do this sort of thing all the time.
But it can't do EVERYTHING you listed. A lot, yes, but not everything.
If you type in an area into the item search bar and then select Heading. You can put things under that heading. IF you need to have the same item under multiple headings, you have to expand that items options and click the duplicate. We do this sort of thing all the time.
But it can't do EVERYTHING you listed. A lot, yes, but not everything.
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