Feature Requests

Add a toggle to do a custom date range for the daily activity report. Allowing either a specific previous date or a set block of dates.

Is there a way to track duplicate leads between our different stores?Just to see how many people are filling out leads for each store? This would assist with the profitability of lead sources as well as deal tracking!

I have noticed that when managers use the impersonation feature, the tracking goes toward the user impersonated. For accurate tracking purposes of the consultants and their activities, this should be tracking under the individual using the impersonation feature. Inaccurate information in, means inaccurate reporting.

Id like to be able to see "confirmed" on the desklog as well as "not confirmed".

It is throwing the Dashboard off from the day. It will show 7 visits and XX sold so it will look like our closing % is off and it's not.

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.

On the new Live Dashboard it isn't possible to change the date range to look at reports for previous days or longer periods of time. I'd like to be able to do that with like we are able to to with the LiveBoard that will be sunsetted. If you click into the opportunities or activities on the LiveBoard, the user hase the ability to change the date range. This isn't so on the new Live Dashboard, and it's an essential functionality.

We recently lost access to Internet Reports for other stores in our group. I use this function weekly and need it back please.

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.

Column totals on Daily Activity report would be nice.