Looking to create a website page where telemarketing reps can set appointments for the sales manager to give a sales presentation.
We've set this up here for you to look at:
[url removed, login to view]
We want to automate this process.
When the rep chooses a day that has an open time slot, they would simply click on that day. A form would appear with five fields. They would fill out the form and click submit.
Then, that time slot would be put on hold for them.
Others reps who look at the calendar will now see that time slot put on hold.
The admin would have to login and click "approve" or "delete" for any appointments that are set.
Both the manager and the rep would get an email notification when a rep sets an appointment.
(The email address of the rep is one of the fields they fill out. The manager's email address is written into the code).
Then, when the admin accepts an appointment, again both the manager and the rep would get an email.