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...
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...
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...
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...
Trigger Keyword Alerts on valid SMS messages on tracking lines
Incoming SMS messages on tracking lines are a blind spot. I would like to have CallRevu "read" every incoming message and let me know if there are any valid ones from customers that I need to respond to.
The Strong Close is sent as an attachment. When you open it. It loads to the right of the report so it looks like it's a blank report. If you look at the bottom of the page you can see the progress bar is not all the way to the left, it's in the m...
I want an area in the app that shows who is signed up for what reports (Daily Fix the phones, Strong Close, PHA's, etc) that would be able to be edited.
For security reasons, a dealer may want/need to disable allowing users to download phone calls. It should be enabled by default, but be able to be disabled for all users. Even better would be for this permission to be assigned some users and not o...
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