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Add ability to limit which employees can confirm a sales appointment

We require the ability to limit which employees can confirm a sales appointment. They must not be able to self confirm. By requiring a manager to confirm the appointment we can better hold the team accountable as to the legitimacy of their appoint...
Glenn Smaha about 2 years ago in Quorum DMS / QuorumDMS Sales 0 Shipped

Enhancement Request: Appointment Confirmation Restrictions for Improved Sales Management and Performance

It would greatly benefit our operations if we could implement certain restrictions for Sales Appointment confirmations. Ideally, we would like to limit the ability to confirm appointments either by user or, if that is not feasible, by job role. Th...
Glenn Smaha over 2 years ago in Quorum DMS / QuorumDMS Sales / Sales Planner 1 Shipped