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SalesVision

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Dealership Performance sort order

When you have multiple accounts selected, all the dealership display in the Dealership Performance section. There doesn't appear to be any rhyme or reason to their listing. The stores aren't listed alphabetically, or by call total, Agent Available...
Amy Shaffer about 1 year ago in SalesVision 0

Favorites

Client would like to be able to create a report once and then add it to favorites so it is stored in a menu option called favorites where they can then go and run that report easily without having to recreate it each time. Example would be running...
Kirstie Thomas over 2 years ago in SalesVision 1

Either filter when drilling down into call details or remove filters from being visible

Currently when you drill down from either the Home page, Dealership > Add Source, Dealership > Department, or Other > Voicemail tabs it displays the available filters, but does not allow you to make any changes after you have drilled into...
Guest almost 3 years ago in SalesVision 0

Allow SalesVision > Dashboard > Outbound > Heatmap to Display Percentages

Add Percentage data so that Clients can toggle between numbers of calls and the percentage of calls within each time and day for the SalesVision > Dashboard > Outbound Report > Heatmap. Currently we only display the number of calls for th...
Guest almost 3 years ago in SalesVision 0

Allow SalesVision > Dashboard > Outbound > All Calls Report to toggle between Number of Calls and Percentages

Currently you need to include the percentage column for Appointments Set. Adding a percentage toggle will allow for users to see the percentages of data for more than only the Appointments, to include the percentage of Voicemails, Connected Calls,...
Guest almost 3 years ago in SalesVision 0

2.0 roster to also update the portal login page

Dealers that are doing self admin of their roster have requested that if someone is deleted from the roster, has a title or name change, the portal log in page should reflect these changes. Currently, the dealer has to make the roster update and t...
Holly Rose over 1 year ago in SalesVision 0 No longer in consideration

My Reports

Give users the ability to save "versions" of reports in CR 2.0 that maintain their specific filter, column selection, rows per page, etc. settings. Create a "My Reports" section in the left nav where these reports are stored by default. Create a "...
Seth Parker almost 2 years ago in CallTracking / CallTracking CI / Reports / Analytics / SalesVision 0

Outbound Dashboard include a total talk time

From a Customer Subaru of North Tampa about they outbound report they are wondering if you could integrate a "Total Talk Time" tab alongside the average duration tab? That way we can see how long a rep has spent on the phone for the day. This woul...
Guest about 2 years ago in SalesVision 0

Unconfirmed appts on Action Dash

Action Dash Right hand side displays Appointments for today. All appointments show "unconfirmed" under the appointment date. please display appointment time instead of "unconfirmed" there is no feature or function to allow a user to change an appo...
Kirstie Thomas over 2 years ago in SalesVision 1

identify a call as Spanish language in the call summary when not transcribed

If a call is not transcribed (summarized) due to it being a Spanish call and the customer does not pay for Spanish transcriptions please identify in the call summary Spanish Language so that the client and CallRevu team can quickly identify why it...
Kirstie Thomas over 2 years ago in SalesVision 0 Added to the roadmap