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Reports default list most to least

Can we have an option to choose the category we want for default report order? I would like to be able to set that when I click outbound reports to be defaulted to most calls to least, whereas for Employee Performance, I want that to be in alphabe...
Grant Strac 10 months ago in CallTracking 0

Add Text-SMS Alerts to our Alerts

It's evident that text messaging has become a primary mode of communication, yet its integration into dealership processes often lags behind. Many dealerships are unaware of text messages sitting in SalesVision, potentially missing out on valuable...
Heidi Braun 10 months ago in Alerts 0

Full keyboard usability support in the app

While working on a laptop, for example, it can be difficult to use some of the drop down boxes - for example in the Roster page. Using a mouse, it's works well, but if you aren't it's a struggle. You can't type the name in and the scroll bar only ...
Amy Shaffer over 1 year ago in Other 0

Hubspot integration

Some automotive and near-automotive dealers use multipurpose CRM solutions such as Hubspot. Hubspot doesn't support ADF-XML for CallRevu to push data in, so these dealers would like a direct integration.
Scott Bleasdell over 1 year ago in Integrations 0

Color Code Notated Abandoned Calls

Color Code Notated Abandoned Calls to know where folks left off
Guest 10 months ago in Account Administration 2 Needs clarification

Flag/mark on an inbound call that shows call pushed to CRM

This will be good visibility for customers - will help them find calls that did not match to an existing CRM record (maybe the caller used a different phone number)and this will be great internal users for accounts that have unusual CRM dept/eleva...
Guest over 3 years ago in Integrations 0

Need an in APP Comprehensive Report

Currently the Comprehensive Report is the #1 most pulled and sent report to customers that they don't already have access to today. It is essentially a trend report that can pull in multiple rooftops and multiple months for a set of key data point...
Alicia Klyn almost 2 years ago in Reports / Analytics 0

Goals - allow accounts to set their own goals

In the employee report card and on the department report allow the goals that are displayed to be set by each account. Currently all goals are static and set by CallRevu and not by the client based on the clients needs, goals or expectations of th...
Kirstie Thomas over 2 years ago in SalesVision 0

line testing

We have an option for line testing but I think it will be helpful to add an option to test all lines or test lines with 0 volume. This would be helpful because instead of testing every line we can do a test for lines without volume so not every li...
Jasmin Reynolds 11 months ago in Other 0

Add Account name to inbound dashboard PDF Export

As part of this documentation we want to send an export of the 2.0 Dashboard>Inbound (which we can export to PDF) but the export does not include the dealer name and for all the OEM knows the information is not for the dealer that is applying f...
Guest almost 2 years ago in SalesVision 0