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Automate Reports Engine to Send Automated Email or Your Custom Reports

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

Tags:

Reporting

Admin Dashboard

Create an Admin Dashboard that will display and update real time the amount of new leads for the day and how they are being handled.

DashBoard.png

Tags:

Data Management

Lead status historical report

A report that gives accurate data on where leads have been based on lead status for a given time frame. Know exactly what status all of your leads were on a specific date.

CallBack - User Friendly for Agents/End users and Admins

The Callbacks feature is in need of an upgrade in several areas. Here is what we feel would make this tool more user friendly for Admins and end users:

End Users:

Tags:

Leads

Event and Task Exports for External Calendar Systems

It would be extremely valuable if we could synchronize our events calendar from insidesales with our external calendar systems.

Tags:

Leads

Ability to add panels in between other panels

Adding panels under Manage Layout tab always puts the panels at the end of the last panel on the layout.

Tags:

General System

Consolidating the process to set up a new employee

Upon creating and setting up a new employee it would be extremely beneficial if, as a part of that setup process, a new employee can be added to all of the appropriate dialer initiatives, campaigns,

Tags:

Manage Employees

Social Network Communication System

In recent studies it has been proven that attempting contact with a prospect through Facebook, Twitter, or LinkedIn greatly increases your chances of contacting the prospect.