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Reporting

Skip Call Report

0

Create a report that shows what leads are being skipped in the dialer and by what agent.

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Dialer Initiative Query/Cache Preview

22

Dialer Initiative Query Preview that produces a pop up window displaying the next 500 leads that the current query being worked on will produce.

Point System 5.0

1

I am not as sophisticated when it comes to the reporting tools that IS has in terms of Points.

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Automate Reports Engine to Send Automated Email or Your Custom Reports

69

Create automated email functionality to send your Custom Built Reports to an email distribution list.

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Reporting

Section five of the training schedule takes an in depth look at reporting.

Track Notes On Activity Report

0

Currently you can track user activity on accounts, leads, contacts, deals, cases, events, and tasks. Possible usage for tracking note modifications, additions, and deletion.

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Agent Count on Dial Attempts

2

How great would it be if there was a report that showed each agent and the distribution of their dial attempts on leads? For example, let's say that John and Jane were dialing today.

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Saved Searches in Reports should be Context Sensitive

0

Saved searches that are saved under a specific report, stay defined under saved search listing only to that specific report it was created from. Example, you are saving a search under summary hours report, you save a search specifically for your own hours. When you leave, that report into another report or another search on a different page the saved search you created under summary hours report is not listed in any other pages saved search, except for the report it was created for.

Jabberdog Minutes added to Dialer Usage Report

0
Jabberdog_Minutes.jpg
Jabberdog_Minutes.jpg

Add to the Dialer Usage Report the ability to see how many minutes I've used with Jabberdog.

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