- Nov 1, 2007
- 2,026
- 3
- 81
So this is the scenario
We have on our website an online form to request an appointment.
When they fill out the form it emails the request to 3 people.
We need a way to have all 3 people be able to see when someone follows up on it. The problem is that we usually follow up on requests 3 times. So just using replies can get very messy. Is there a better way to go about doing this?
On my user myself I have 5 folders or "labels".
Mach Forms
1st Attempt
2nd attempt
Declined Service
No Response
Scheduled
Requests come into Label MAch Forms,
If they respond with not wanting service they go into Declined
if I follow up with no response they go into 1st Attempt
follow up again no response 2nd attempt
follow up again no response
If I get a response and they do come in for services they go into Scheduled
this works well and good but only for me. If another front office gets there first then obviously I have no easy way to sort that.
We need a concise way for everyone to track incoming requests. We use Google Apps for education. Not sure if therte is a way to create shared "labels" or how else to steamline this.
Any ideas?
We have on our website an online form to request an appointment.
When they fill out the form it emails the request to 3 people.
We need a way to have all 3 people be able to see when someone follows up on it. The problem is that we usually follow up on requests 3 times. So just using replies can get very messy. Is there a better way to go about doing this?
On my user myself I have 5 folders or "labels".
Mach Forms
1st Attempt
2nd attempt
Declined Service
No Response
Scheduled
Requests come into Label MAch Forms,
If they respond with not wanting service they go into Declined
if I follow up with no response they go into 1st Attempt
follow up again no response 2nd attempt
follow up again no response
If I get a response and they do come in for services they go into Scheduled
this works well and good but only for me. If another front office gets there first then obviously I have no easy way to sort that.
We need a concise way for everyone to track incoming requests. We use Google Apps for education. Not sure if therte is a way to create shared "labels" or how else to steamline this.
Any ideas?