2 results found
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More detailed reporting for concierge live video/phone
Concierge live video/phone reporting on which reps were called and who did or did not accept a meeting.
4 votes -
Track route matching
Kim from Avalara has suspicions that some of her reps are not being honest and are changing the queue that comes up when Instant Booker loads in order to stack leads to different reps.She has requested some kind of ability to track which queue the prospect routed to first either in logging or as a custom field so that she can report on whether the queue was changed by the rep.Another point that came up in conversation was the ability to set a "Strict workspace" ie: disallow the reps the ability from choosing another queue from the dropdown even if…
1 vote
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