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SalesVision

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Ability to edit summaries

There are times when I want to add or changes something in the summary, so I would like the ability to edit the summaries when necessary.
Jim Menard over 1 year ago in SalesVision 2 Released

Remove Goal from Home Page

Home Page has Appt Goal at the top of the page that changes depending on the departments you have selected but the Reached Agent Goal is 98% ALL the time. The math doesn't equal up. The Best of The Best for Calls that didn't reach agent is 11%, so...
Amy Shaffer over 1 year ago in SalesVision 0 Released

Report on Alert Closure Reason

Currently in the comprehensive, CallRevu can give them total alerts, appts made and sale made but it’s only if they close them out. Plus sometimes this gets a little wonky, if they close old alerts or add more notes, it may make their appts made p...
Jim Menard almost 3 years ago in SalesVision 3 Released

Add CallRevu logo to the Excel and PDF reports within our applications

Add CallRevu logo to the Excel and PDF reports within CR20/CI platform (SalesVision and CallTrackingCI)
Jim Menard almost 3 years ago in SalesVision 0 Released

Change the name of Unknown calls in reporting

Currently in Employee and outbound calls, if the call is Name Unavailable, Unidentified or Inaudible, it shows as Unknown. I think customers assume that we weren't able to do something here, like we couldn't match it. It implies the fault is with ...
Amy Shaffer almost 2 years ago in SalesVision 0 Released

Employee Details Report is now confusing to groups

Account name was removed from Employee Details report. There are groups that have centralized BDC and now have employees listed several times and you can't tell for which store. Only Other Rolls up. It would be nice to have it similar to the Outbo...
Amy Shaffer about 2 years ago in SalesVision 0 Released

Duration of calls

Client would like to see the total duration of calls by employee- also it would be nice to be able to drill down into those calls if necessary.
Crystal Torrence over 1 year ago in SalesVision 1 Released

Call Reviewed / Not Reviewed Flag

Add a toggle or button to the call list and/or call details page that allows a user to mark a call as being "reviewed". Show call status (reviewed / not reviewed) on the call list. Allow users to set status back to "not reviewed". Potentially show...
Seth Parker over 1 year ago in CallTracking CI / SalesVision / ServiceVision 0 Released

Account-level Setting for CRM Framed-in Authentication

Add an account-level setting that either requires users to authenticate to CallRevu when they try to access reports through the CRM frame-in OR allows users to view reports without authenticating. Setting should default to "off" when it's implemen...
Seth Parker over 1 year ago in CallTracking CI / SalesVision / ServiceVision 0 Released

Ad Source Report for Groups

If you look at the Ad Source Report Monthly Trends for Groups, the report isn't super helpful as it doesn't display the location, just the name.
Amy Shaffer almost 2 years ago in SalesVision 0 Released