Feature Requests

I would like a report that allows me to see any and all tasks created by me (regardless of who the task was assigned to), so that I can better track if the tasks are getting done or just being moved. It would allow us to have accountability tracking while not micromanaging every task.

Create a report showing sent, open, replies, and clicks for email templates. Allows a dealer to see the effectiveness of the templates they created and know what they need to do to drive engagements. Needs to also include both manual emails, auto emails, and ai emails. I attached a copy of the content performance report in VINsolutions as an example of what to look for.

Being able to see the length of customer views, shares, and other relevant metrics would significantly enhance the value of the video tool.

When a manager impersonates the sales person via text it gives the sales person credit for the text count which leads to false reporting on the sales staff's true outbound efforts. This should be reflected in the Sales Managers activity.

Column totals on Daily Activity report would be nice.

Add a Total row at the bottom of the Advanced: Source Report that will add all of the above when by per store and all stores together.

It would valuable if this report could be sent out via email.

The desklogs should go by day and have options to click a different day . Each lead should come up for that specific day along which customers sold .

I think it is important to have distinction between Inbound and Outbound calling in Daily Activity. Inbound is a measure of customer activity whereas Outbound is a true measure of salesperson Activity. The same could be said for Email and Text activity, needs to be separated by Inbound and Outbound in the Activity Reporting. Thanks.

be able to add/total all rows in custom reports