Subject: LiveChat checklist
From: "Weibrecht, Karen (AE/GVM)" <[email-masked]>
To: Saurabh Dadu <[email-masked]>, Sahil Modgil Consultant - IT <[email-masked]>
Cc: "Joshi, Pooja (AE/GAM)" <[email-masked]>, Ashwinee Latchayya <[email-masked]>
Date: Tue, 24 Nov 2020 12:58:59 +0000

Hi Saurabh and Sahil,

Just doing a new thread with the pending items:

A.     Google Sheet set for Salesforce and Brand's main sheet. - seems fine

B.     For Portal<http://www.avmechat.in> portal

1.      Provide access to Pooja to the www.Portal.in/admin<http://www.Portal.in/admin> web application, Dealer: www.avmechat.in/dealer<http://www.avmechat.in/dealer>

2.      Theme, Branding and Color scheme for each brand on the livechat portals mentioned above (please add date for implementation)

3.      The data and login should be separated for each brand (done)

4.      Add date range instead of date, can make default to last one week, but the user should be able to select it. (done)

5.      Each Dealer to be a single record rather than as separate records based on city ((done)

6.      Separate one link or tab for non-lead chats/ enquiries in manager as well as dealer login  (please add date for implementation)

7.      All internship enquiries to show up in manager logins (tbc)

C.      For LivechatInc. portal

8.      LivechatInc application, it should be separate login for Audi and Volkswagen including all data (per dealer - one login with visibility for both brands as same Email ID as per conversation with Poojs today)

9.      Reports and dashboards - filters based on new v/s used car, region, model etc . (I can see the drop down but no data added yet - please advise ETA)

10.   Reports in the report PDF shared need to be created

Please add if something else came up already.

Thanks
Karen
Best regards/ Mit freundlichen Gruessen

Karen Weibrecht
Marketing Manager
Customer Experience and Brand Strategy

Volkswagen Middle East
Audi Volkswagen Middle East FZE
Dubai Airport Free Zone
Mobile +971 50 450 7633
http://www.volkswagen-me.com

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