Start with the phone number. Add a last name and ZIP if the number doesn't find them — results narrow as you type.
Search by phone, customer name ("Krejci", "Jeff Krejci" or "Krejci, Jeff") or email. Results open read-only — booking stays on the Set Appointment tab.
Type the customer's 5-digit zip to see if we serve it, which office books it and the next open times. Answers come from Salesforce's own zip list, matched the way Salesforce files the customer.
Open a page on joycefactorydirect.com while you talk, or copy the link to text or email the customer. Pages open in a new browser tab.
Give the customer the number for their office.
Shows and events from Salesforce Sources.
Weekly flea and farmers markets entered with a start and end date weeks apart. They are listed here instead of on every day of the calendar.
From Salesforce Sources with Type "Show or Event". The market comes from the source number (1 CLE, 2 CLT, 3 PIT, 4 AVL, 5 COL, 6 GVL, 7 WSG).
Open slots by market, time slot and product for the next 7 selling days (Sundays excluded). W = Windows, B = Bathroom, S = Sunroom. Blank = no slots scheduled; a negative number means overbooked.
Updates every minute. Sets: appointments booked today (New, Reset or Rehash) with the rep as Set By. Demos: appointments dated today that the sales rep ran (Demoed or Sold); they fill in as reps result them, mostly mid-afternoon to evening. Demo rate: demos ÷ appointments that went out. Wrap-up: average LiveVox wrap-up time per call today; a rep needs 10 calls to be ranked. Full screen turns this into a TV wall board.
Updates every two minutes. Month to date, Eastern time. Sets: appointments booked this month. Demos: appointments dated this month that the sales rep ran — the same rules as the CC Scorecard Demos & Issue Rate report. Demo rate: demos ÷ appointments that went out. Wrap-up: average LiveVox wrap-up time per call this month; a rep needs 50 calls to be ranked.
How the NICE LiveVox Scripter works: its screens (with a sample customer or a real one), which call result to pick and what it does, how to fill in the appointment form, a practice form, and a quiz. Practice here is safe: nothing on this tab books an appointment, dials anyone or changes Salesforce.