Alerts will soon be available to deploy to individuals vs. roles. With the creation of Teams, it would be helpful to be able to send alerts to team. Manager Team, New Car Sales Team, Parts Team, etc. instead of having to pick all the individuals i...
Outbound Call access for Service Vision Pro Customer
We had a dealer with GTC that is a Service Vision Pro only customer. They could not see their outbound call data and needed the audio for legal reasons. They weren't able to access the call because Outbound calls aren't on Service Vision Pro menu....
Just thinking ahead, once we move to Sales Vision Pro, the Fix the PHones report will be obsolete. With Service moving, there is nothing on that report. You have two versions, one for single point stores and a consolidated version for groups. it a...
I met with a dealer to train them on accessing Test Track. He asked if when they prompted the call for the challenge, would it ring to their phone and I thought that actually wasn't a bad idea as sometimes computer audio might be an issue, we coul...
Schumacher Group (10 stores), they are asking for reporting on Agent 1 and how well their receptionist/Cashier/operators are doing. Moving to SalesVision 24, they will be losing visability to Agent 1
I am a GM with the Hicks Auto Group in Corpus Christi, TX - all five of our stores utilize CallRevu, and the leadership of each store (GMs & Dealers) would greatly benefit from having a combined dashboard to focus on -- not having to jump betw...
Dealers coming from CallSource are complaining that they don't get a daily recap report for Outbound Calls. It seems like this could be integrated into the Fix The Phone Report.
Move Location of Alert Activity, Text, and Voicemail Report Reports
File Attached: Visual of Proposed Changes To "Other Tab" Based on conversations that I have been having with Dealers I suggest moving the location of the items that currently sit in the "Other" tab on the left-hand rail of the platform. Alert Acti...
For enterrpise level users such as exec and directors of groups it would be great to have a way that their logins are automatically updated to add any new stores to their logins when the store is added to the group identifier. Example - ABDE Motor...
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