Sales Intelligence

Hello,

I have several observations and questions regarding the platform thatΒ 

I would like to bring to your attention:

- System Health Bar: Can we hide the System Health bar from the Sales Agent view? I would prefer that they not see the balances for DataforSEO, OpenRouter, and other API providers.

- Usage Limits: Is it possible to set monthly hard limits on the number of reports or searches each sales agent can perform? This would assist in managing API expenses.

- Battle Card Consistency: The "Objections/Responses" tab available in the prospect search battle card is currently missing from the Strategy Room under the Prospect Reports tab.

- Pricing Discrepancy: Why does the pricing for intelligence reports differ depending on whether they are generated via Prospect Search ($0.04/$0.02) versus the Prospects Reports tab ($0.06/$0.04)?

- Customer Goals: Can we gain the ability to adjust the monthly new customer goals? I would like to increase or decrease this number from the static limit of 10 based on individual sales agent performance.

I have recorded a video outlining these points here:

https://www.loom.com/share/d3bd265c01294fb989419d357e4a8cb5

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Upvoters
Status

In Review

Board

πŸ› Bug Reports

Date

23 days ago

Author

Review Pulse 360˚

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