Feature Requests

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.

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.

Currently under our Prospect Source Report, we have metrics we can select for the various columns like "Appointments Scheduled" and "Appointments kept". Specifically, there are 3 metrics available in the Selection Tab for Appts Scheduled and Appts Kept that are not available in the Total Prospects Tab. these 3 metrics are: 1.Appointment Confirmed Status Appointment Completed Status Appointment Date They are are in the Column Options for Appts Scheduled and Appts Kept but NOT available in total Prospects Column. By adding them to Total Prospects, the Sales Mgrs. can now look at every lead, IF an Appt has been made and / or Kept and what the Date was. Otherwise they need to close and toggle Back and Forth between 3 different Columns to look at the lead and activity to date. OR they can open 3 separate Log Ins and open the report 3 times to be able to toggle across the 3Columns OR you can Add the 3 metrics to the Total Prospects Column and the Mgrs. can see all the data in one screen and in 1 report at the same time. This would be a Huge capability for us !!!!

I would love to have the option added for the timer on overnight leads to start from the point when they are dispersed to the salesman the next morning. Currently the timer starts when it enters the manager lead bucket. This is causing leads to show as fumbled when in reality, nothing can be done with the lead during off hours.

Add a User engaged via video metric. We have one for engaged via phone, email, and text.

At the beginning of every month, I run reporting for leadership showing how we did last month. Adding a 13 month filter will allow us to show easily both last year and last month. This will ensure a more accurate comparison.

Ability to see how well Personal vs Templated messages work on response rates with emails and text (with templates coming soon) on reporting

key metric is answer rate for 1st time internet lead click to calls. I don't see that metric.

Hey guys! Would be super helpful to add a few more filter options to the internet performance Leads tab, specifically the ability to filter by current deal stage. That would allow us to review lead performance on a daily basis while ignoring leads marked dead or bad lead.