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SalesVision

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Add recall conversation metrics into SalesVision

Have a ServiceVision dedicated landing page with insights including recall call data
Jim Menard almost 3 years ago in SalesVision 1

Provide a Search Function or Capability for SalesVision > Tracking > Custom Reports

Previously in crclient users were able to use the CTRL-F tool to find in page custom reports. There is no ability to do that with SalesVision and users are unable to view all lines (currently only able to view 10 lines at a time). This will allow ...
Guest over 3 years ago in SalesVision 0 No longer in consideration

Enterprise reporting for Abandoned Calls

It would be helpful for dealers to be able to see the abandoned call information for multiple stores on the tracking tab.
Holly Rose 8 months ago in SalesVision 0 No longer in consideration

Deferred Long Calls

I know that long calls are currently deferred for the time being. Would it be possible to filter those calls as "other".
Amy Shaffer over 2 years ago in SalesVision 0

Group Search

Sometimes the Group Search opens above where the groups are selected and the search bar doesn't come into view and you can't access it because it's above the page. I have to drag it over to a larger screen so it expands below and the search bar co...
Amy Shaffer over 2 years ago in SalesVision 1 No longer in consideration

Copy phone number in action dashboard to clipboard

Currently the phone numbers in the Action dashboard are hyperlinks so it makes it hard/impossible to copy the customer phone number to the clipboard for various other purposes (such as pasting into a softphone dialer or searching in other document...
Guest about 3 years ago in SalesVision 0

Allow Filtering by Employee on SalesVision Outbound Dashboard

Give users the ability to filter by employee on the Outbound dashboard in SalesVision. Outbound reporting is highly valuable to dealers. Providing the ability to filter the dashboard to only a specific set of employees will make it easier to view ...
Guest over 3 years ago in SalesVision 0

Bold and Darken Fonts in SalesVision > Department Report > Phone Handling - Connected Calls

Instead of having a lighter grey shade for different answers within the Phone Handling section make the questions bold/larger and make the grey black. This will make it easier to read and allow Managers to more easily read the information.
Guest over 3 years ago in SalesVision 0 No longer in consideration

Provide Missing Calls report from CI for SalesVision

Either provide the Missing Calls report from CI to SalesVision or provide a separate report in SalesVision to enable users to view Missed Call insights.
Guest over 3 years ago in SalesVision 0