Log Missed Opportunities

Added the option to log a Missed Opportunity 

DATE ADDED: 04/06/2020

  • Added the option to log a Missed Opportunity in the Appointment Calendar. (Ultimate Only) A missed opportunity is when a client attempts to make an appointment, but you're completely booked or don't have the resources available and the client is unable to choose a different time, meaning you would miss out on booking them this time around. To log these in Envision Cloud: 
    • Appointment Calendar > Rightclick on timeslot when you missed an opportunity > select "Add Missed Opportunity" from the dropdown > input required information



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