CI Advanced Customers - Add Employees in Dashboard and Framed-INs
CI Advanced & CI Tracking customers would like the ability to add their own employees to a roster from our dashboard and framed-in reports. This feature is only available for Salesvision at this time on the employee performance report. Prior t...
Link to client record in CRM from Call in portal and vice versa
CarWars has this feature and therfore it is an AMSI client request In Carwars when looking at a call detail there is a button or link that says open in eleads and when the user clicks this the customer record with the call opens in eleads. Client ...
Kirstie Thomas
about 3 years ago
in Integrations
3
Verifying if outbound calls are to a valid number and removing outbound calls under 1 minute
Alot of agents make calls to bad numbers as a way to help their outbound call stats. If we verify carriers for inbound calls customer would like us to do the same for outbound calls to make sure agents are actually calls to valid customers. Also f...
Jasmin Reynolds
about 3 years ago
in CallTracking
0
No longer in consideration
Either filter when drilling down into call details or remove filters from being visible
Currently when you drill down from either the Home page, Dealership > Add Source, Dealership > Department, or Other > Voicemail tabs it displays the available filters, but does not allow you to make any changes after you have drilled into...
Add Percentage data so that Clients can toggle between numbers of calls and the percentage of calls within each time and day for the SalesVision > Dashboard > Outbound Report > Heatmap. Currently we only display the number of calls for th...
Allow SalesVision > Dashboard > Outbound > All Calls Report to toggle between Number of Calls and Percentages
Currently you need to include the percentage column for Appointments Set. Adding a percentage toggle will allow for users to see the percentages of data for more than only the Appointments, to include the percentage of Voicemails, Connected Calls,...
One phone number for agents - Texting into CRM (Mirror DriveCentric)
Goal: Have 100% of the agent communication tracked for Dealerships in the CRM by utilizing CallRevu's agent-specific numbers. Missing Piece: Dealerships are encouraged to get every ad source monitored when they are demo'd/onboarded with CallRevu t...
Add employee to a team when creating the employee roster entry
I think it would be very conducive if you added the option of "add to team" on the ADD Employee dialog. This would increase the probability of Dealership clients utilizing this new feature.