10 results found
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The possibility to filter by Accounts in the meetings dashboard
At this moment it is not possible to filter the meetings in the dashboard by Accounts and having this possibility would help our customers to achieve their report goals and to track the necessary information related to each account individually.
1 vote -
Collecting CC info before a meeting
Some customers have coaching or advisor type sessions and they thought it would be valuable to collect CC info before the call. This helps ensure clients show up and their time is not wasted.
1 vote -
Ability to decide if events are automatically marked as no-showed rather than showed
SDR's are commissioned for attended meetings. They are desintivized to mark as a no-show, and it would be better for the Podium team if they could chance a setting where all meetings were assumed no-show until marked, which prompts the team to properly mark meetings! More below -
7 votes -
Router creation details
Please have Inbound Router Details
- Date created
- Notes
- URL or location where embedded
- Created by4 votes -
Google Meeting acceptance
When booking a meeting in Chili Piper, the calendar invite automatically shows a person accepted. Having this function prevents users to know if someone really accepted a meeting or not and how is CP to know when to send a specific reminder to someone when they did not accept. We would like this feature turned off for google meet calendar invites.
7 votes -
Prospect Booking Limit Reached should NOT Count as Not Booked
The way it stands now, if a prospect tries to book within the Booking Limit time set, an error is displayed saying that they've already booked and should use the reschedule link.
However, this also comes through as a meeting status of "Not Booked."
I suggest that this scenario should not count as any form of meeting and be essentially disqualified from routing.
1 vote -
Router / Settings check-list
Have a walk through checklist that says you are 100% complete like doing taxes in turbo tax.
2 votes -
WCAG 2.0 compliance
Make tool wcag compliant so that it can be used by large corporations who have a responsibility to maintain accessible tech.
3 votes -
Notification management
Kevin and Shuo from Deel have expressed interest in a formal notification management solution where they can opt in and opt out of all notifications generated by Chilipiper
4 votes -
Book first available slot before later slots
Stop booking middle of the day which wastes other available slots.
1 vote
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