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 ...
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
Add a search bar in the Step 2 section of the Tracking > Custom Reports of SalesVision. This will enable customers to more easily select sources for the report.
Show "No Connections" by hour/day/week/month on Staffing Report
Showing no connect calls will provide users more context for establishing their staffing plans, which will lead to fewer missed calls and better customer service.
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.
Customers have asked to simplify their log in process by having a single sign on capability that would integrate them between applications and with the CRM. Example. Tuttle Click Dealerships would like to setup SAML 2.0 SSO to integrate with the T...
Sort Call Details by Incoming Numbers in List View
Users would like to be able to sort by Incoming Numbers within Inbound Calls > Call Details > List View. This would allow them to sort in a similar way that they can in the Call Details > Column View.
Some dealerships use both ID1 (currently seen as CRM ID) and ID2 for their C2C. They cannot see their ID2 in Settings > Users in 2.0. They need to be able to see this in a separate column.
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