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Include Outbound Calls To Fix The Phones Report

Dealers coming from CallSource are complaining that they don't get a daily recap report for Outbound Calls. It seems like this could be integrated into the Fix The Phone Report.
Dustin Snyder over 2 years ago in Reports / Analytics 1

Reporting for Agent 1

Schumacher Group (10 stores), they are asking for reporting on Agent 1 and how well their receptionist/Cashier/operators are doing. Moving to SalesVision 24, they will be losing visability to Agent 1
Amy Shaffer 8 months ago in SalesVision 0

Move Location of Alert Activity, Text, and Voicemail Report Reports

File Attached: Visual of Proposed Changes To "Other Tab" Based on conversations that I have been having with Dealers I suggest moving the location of the items that currently sit in the "Other" tab on the left-hand rail of the platform. Alert Acti...
Dustin Snyder over 1 year ago in SalesVision 0

Test Track Click to Call

I met with a dealer to train them on accessing Test Track. He asked if when they prompted the call for the challenge, would it ring to their phone and I thought that actually wasn't a bad idea as sometimes computer audio might be an issue, we coul...
Amy Shaffer 3 months ago in TestTrack 0

Group Enterprise logins

For enterrpise level users such as exec and directors of groups it would be great to have a way that their logins are automatically updated to add any new stores to their logins when the store is added to the group identifier. Example - ABDE Motor...
Kirstie Thomas about 1 year ago in Account Administration 1

Alert AM if a mgr is added in self service portal until they can DIY their own alerts too.

... so we know they need their alerts on.
Katie Wagner almost 2 years ago in Alerts 2

Single report - combine inbound/outbound employee performance

Total Employee Performance report that shows inbound and outbound performance and volume by employee on one dashboard or report. Client would like to see reports that show an employee's total performance on both inbound and outbound calls on one r...
Kirstie Thomas about 3 years ago in SalesVision 1

IVR updates default calls to ring to a specific number option

Add an option to default calls to ring to a specific number in the event the customer does not choose an option on the IVR. This will be helpful so the call is not listed as a no connection call.
Jasmin Reynolds about 1 year ago in Other 0

Data Mining Integration

When I worked at Paragon Acura using the tool daily, the one thing I really wished the tool had was an integration with AutoAlert (data mining tool). The ability to now train on and monitor calls coupled with an integration that would show if some...
Stephanie Perez 10 months ago in Integrations 2 Needs clarification

Button on the Employee Performance and Employee Details page that directs Managers and Admins to the roster update area

Dealers are getting confused about where to update their roster and are trying to do it on the employee pages in the main area of SV. It would be great to have a button that says something like "To update your roster, click here" at the top of bot...
Holly Rose 5 months ago in Account Administration 1