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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

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 11 months ago in Alerts 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

Color Code Notated Abandoned Calls

Color Code Notated Abandoned Calls to know where folks left off
Guest 11 months ago in Account Administration 2 Needs clarification

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

Click-2-Call - Indicate to agent why the call failed (blocked, bad call, etc.)

Request a feature update that will give agents making click 2 calls some feedback on their calls when the call to the customer does not connect; perhaps a message to be heard on the call, due to the agents number being blocked by a carrier, or th...
Guest almost 3 years ago in Integrations 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 about 1 year ago in Other 0

Ability to assign alerted call to sales rep in CRM using an @REPNAME function

Requested by GSM at AMSI Sawgrass Infiniti Sales Manager opens the client record in eleads (or any CRM) and would like to put in the notes of a call "assigned to @REPNAME" and have the alert closed and notes updated in CallRevu and the ability for...
Guest about 3 years ago in Integrations 0

Choose which reports display in Telephony in CRM

Client would like the ability to choose which reports show in the telephony menu in their CRM. If a sales manager then they would only like to see the reports that would be most pertinent to their job vs if they are a Marketing manager. Client wou...
Guest about 3 years ago in Integrations 0

SVP Needs an easy way to access Unappointed Fixed Ops Calls

We need an easy way for dealers to access their unappointed Fixed Ops calls. In Sales Vision there is the appointment opportunity bar. In SVP the dealers need to click on all calls then sort by appointed and look for the calls that weren't by the ...
Gregory Vovak about 1 year ago in ServiceVision 0