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Add Transcriptions to DriveCentric CRM Integration

Client wants to have transcriptions added to the DriveCentric CRM integration.
Guest over 4 years ago in Integrations 0

Selecting multiple stores for employee lists

We have some locations that share sales roles and i want to ensure their profile is set up and matches.
Guest over 2 years ago in Account Administration 0

Inbound Page Filter

White Plains Honda is creating teams and wanted to see the inbound page by teams. Right now just a few pages have that filter to sort teams.
Amy Shaffer over 2 years ago in  0

One phone number for agents - Texting into CRM (Mirror DriveCentric)

Goal: Have 100% of the agent communication tracked for Dealerships in the CRM by utilizing CallRevu's agent-specific numbers. Missing Piece: Dealerships are encouraged to get every ad source monitored when they are demo'd/onboarded with CallRevu t...
Katie Wagner over 2 years ago in Integrations 0

Add employee to a team when creating the employee roster entry

I think it would be very conducive if you added the option of "add to team" on the ADD Employee dialog. This would increase the probability of Dealership clients utilizing this new feature.
Guest over 2 years ago in Integrations 0

Look up phone number by search box

I should be able to put a phone number in under SEARCH and it will find the customer without having to open 5 different screens and dig for it. Way to hard to find a simple call by number.
Guest over 2 years ago in CallTracking 0 Added to the roadmap

Labeling Ad Sources with different categorizations

CallRevu is now providing Group Reporting that includes a drill down called Media Type. This is a label that can be added to Ad Sources by Enrollment. It would be great if we could add our own "media types" or other labels to ad sources so they ca...
Kirstie Thomas over 2 years ago in CallTracking 1

Simplify list of employee roles

For example, we have no idea if SM is Sales Manager or Service Manager and may click the wrong role. The list needs deduplication, standardization, and simplification.
Holly Rose over 2 years ago in Account Administration 0

Make all pages fully fit the width of the screen

I can zoom in and out and the margins around the page get smaller or larger but the view on the report is always the same. I can't make the view see the whole report on one page, so if I'm trying to see who my top Offliner is on the Employee page,...
Amy Shaffer over 2 years ago in Other 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 2 years ago in SalesVision 0 No longer in consideration