Feature Requests

Currently when adding the "Opted Out Text" filter it shows everyone who has not opted in, not just customers who replied to the text and opted out. When looking at efficacy of lead sources this is an important factor and a tedious one to have to manually track. The filter should do what it says and show customers who have opted out of texting.

I would like to have a report built that would tell me all of the unsold customers we presented numbers with a trade in and would calculate the total gross we let the customer walk out of the showroom on the last proposal. The goals is to allow me to see which of our stores needs management training on how to work a deal at an enterprise level. The goal of the report is to shrink the number of missed trades we have by seeing the opporunities real time before they buy elsewhere.

At this time, reporting can pull in PENDING tasks and COMPLETED tasks, but does not pull in based on tasks the user started/received throughout the day, so there is no reliable way to report completed task %'s for pay plans based on tasks.

Ive struggled to find a call report for sales without going into each individual work plan. Its even more difficult because our BDC is working two stores.

example Standard Phone report lists IN-ACTIVE users. Why?

Ability to pull a report to see how many unread notifications each user has.

I would like the option to download Standard and Advanced Reports in a PDF format. The current CSV format is not as friendly of a format to read.

It would great to download all of the preset reports (such as the ones in mining or advance reports) in other format options besides pdf.

As a salesperson, we should be able to see how we are doing, and for that, we need to have our own reports. Example: closing ratio, month-to-date sales, year-to-date sales, same as dead deals, etc.

It would be nice to see months sales reports etc like in Dealer Socket