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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

Create a teams breakout with ability to report by teams

Please create a TEAMS environment for the ability to have BDCs, large groups, and other dealers manage team reporting
Jim Menard almost 3 years ago in  0 Released

Include the Unidentified Agent in the Employee Details Report

Managers would like to be able to view the Unidentified Agent in the Employee Details Report. This will allow them to track the calls that were set as Unidentified Agent inside of the Employee Details Report and see if any of the metrics for emplo...
Guest about 3 years ago in  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

Roster Self-Service

The ability to see and edit the entire roster - all users and employees, and have it pass back to 360.
Holly Rose over 3 years ago in Account Administration 1 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

Alert Closure Reporting

It would be great to have a report in the alert activity report that allowed to dealer to see total of closed alert reasons. i.e. 7 alerts scheduled appts, 2 alerts were no next steps, 5 alerts were follow ups, etc. It would be great for both Serv...
Amy Shaffer over 1 year ago in Reports / Analytics 0 Released