Recent Articles
Searching for a Customer While Creating a Task in URVA
When creating a task, URVA allows you to search and auto-fetch customer details using different identifiers. This helps reduce manual entry and ensures accurate information is used. What You Can Search With: Customer Name Phone Number Email Address ...
Restrict Repeated Tasks for the Same Customer
To avoid too many follow-ups on the same customer by the same person, URVA gives you the option to restrict task creation for a contact within a specific time period. What Does This Mean? Once a user completes a task for a contact, they cannot do ...
Gmail SSO Login Guide for URVA Users
Gmail Single Sign-On (SSO) lets you securely log into the URVA platform using your Gmail account—provided you are already registered with your organization in URVA. Who Can Use This Only users already registered with your organization in URVA. Your ...
Creating a Call-Based Goal in URVA
Goals help you track performance against set targets. This guide will show you how to create a call-based goal and assign it to your team using simple steps. Steps to Create a Call-Based Goal From the Home page, go to Goals. Click + New Goal to ...
How to Set Call Targets for Users
Setting call-based targets helps managers track how much time users spend on calls. This guide walks you through how to quickly create a target based on call duration using simple steps. From the URVA home page, go to Targets. Click on + New Target ...