Transfer ALL of the booking information to contact info or custom fields or appointment notes.
planned
Katie Ellis
Or at least give the option to add that info BEFORE the only option of "converting to a lead"/creating the contact because it makes my other automations(using trello for workflow) almost pointless because I have to manually enter all the relevant info twice.
Not sure if I'm missing a way to do this because it seems a little strange that it only transfers some of the information like name/phone/address but not the other info like # of beds/baths/sqft etc.
Jessica Kerski
this would be amazing!!!!!
A
Amar Ghose
planned
Fixing this early next year after invoicing - completely agree on it being strange/odd
H
Hamid Chaker
Amar Ghose Any updates on the feature? Would be a real game changer and automate a lot of data entry for me.