Customer Suggestions

As an agency manager, I want to run reports on my pipeline so that I... * Know which agents are performing well * Where deals are lost in the sales process * If we will hit our quota this month or not * Total premium in each stage of the pipeline * Average closing rate of each stage in the pipeline * Closed lost reason tracking, so that I can see why we lose deals over time * Track conversion rate by lead source, so I know where to focus on the front of the funnel

As a user I have noticed these things happening when using the new business texting: Attachments we receive via text are not transferring over to AMS as attachments but links. We would prefer that they are attached as files. The Activity in AMS only provides a word description and link to take us back to the message thread in AR/Fuse in order to view the attachments/images. When messages are saved/uploaded into AMS—do they not save with all the original content, material and attachments? That would be an area of concern for us to not have attachments preserved in our clients Activity Logs. The link that was provided in order to view the full message was directly attached to our Dashboard/Account in Agency Revolution. Will those links always be “live”? Let’s say in a few years (hypothetically speaking here) – we choose to go to a different marketing service and discontinue our account with Agency Revolution. Will we no longer be able to access these full messages and all their attachments and documents?

As a user, I would like the the BCC header to only show in BCC emails for Manager accounts in Fuse and not for any agent users. This will ensure the Agent's do not get confused or ask for access to Fuse.

As a user, I would like the ability to have an email triggered to an internal rep when a customer opens an email. For example, I send a home no auto email to my client, they open it 3 days after I sent it. I want an email to go to the CSR letting them know the home no auto email was opened. Allows for timely follow-up.