Adding match details from pocket open home
The new Pocket Open Home tool is great, but there's one thing we would love to be able to do. Normally we have a large number of people through our open homes, so we don't have time to gather match info and we then follow up with a call after the open home. But sometimes we may only have a few people come through, so we can spend more time talking to them and get the match info then and there.
If we need to do this currently, we add the attendee, add the feedback, open the contact, go into related, then add a match profile. It would be great to add the profile after adding them.
After adding the attendees details, there is a screen that has 3 options - you can 'Add feedback', 'Add private note', and 'Add another attendee'. It would be great to have another button 'Add match profile'.