45 results found
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Blind Round Robin for Handoff
A customer of ours would prefer that when SDRs use handoff that all assignees are not listed in strict round robins. The reason being is that SDRs have been "gaming" the system. If they see that one of their fave AEs is not up next in the round robin, given they have such high volume, they'll simply wait an hour or so, then check back again to see if their AE is up and then proceed to book the meeting.
This problem could be mitigated greatly by simply providing the option to make Handoff Round Robins blind to the person…
6 votesThis is fixed with our 'Prevent Cherry Picking' toggle in the Distributions! Now, the assignees are hidden. More details here.
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Ability to delete a user from Chili Piper directly
I would love to be able to delete users from Chili Piper without having to delete them from user reports in Salesforce. My reasoning behind this would be that not every admin in Chili Piper is also a Salesforce admin, so it would empower CP admins to be able to remove a user when turnover happens instead of having to reach out to multiple people to accomplish this task.
2 votesYou can remove users from the Demand Conversion Platform's User table. more details here.
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Add a 'Duplicate and Edit this Rule' option from the rule selector in Flow Builder
I no longer have a reason to leave Flow Builder when creating a router BUT it's not possible to duplicate the first rule that I created and then edit it without opening up Rules in a new tab, duplicating, making my changes, and then returning to Flow Builder. Could we have a button per the attached screenshot that would allow me to duplicate and immediately jump into editing my new rule?
2 votes'Duplicate and edit' is now available in the flow view! Screenshot attached.
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Don't prompt to log in if already logged in
Every time a rep goes to the log in page, even if already logged in in another tab, they are prompted to log in again. It'd be nice for CP to read whether the user is already credentialed and then move them straight to their home page.
1 voteThis is no longer an issue on the new Fire platform
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A save button instead of auto-saving
We've had several cases where someone accidentally changes a ruleset or something within a router, or worse, they change it without realizing it.
A save button would prevent this and give users more confidence when editing queues or routers. I assume this would also help give historical data regarding what was changed, when, and by whom, which would also be of great value.
1 voteIn the demand conversion platform, we now have publishing workflows that are standardized across all products.
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Modifying Selecting Users
In the user table table in the admin view, when attempting to modify selected users, if there are any filters apply, the filters do not hold for modifying users.
For example, if the user table shows a total of 200 users (as pulled in from their oauth connection) but they only have 20 concierge users, I would filter to only view those 20 concierge users, and click the box to select those 20 years.
However, instead of selecting only the filtered 20 users, so I can make modifications to license type, workspaces, etc, it actually selects all 200 users.
This…
0 votesNow available in the Demand Conversion Platform Usertable
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Prevent Scheduling outside of working hours
prevent users from booking meetings outside of working hours in instant booker
1 voteThis setting is available in ChiliCal > User Controls > Booker Permissions
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Give visibility in Queues as to where all are they being used.
Right now when I look at a Queue I do not know where all it is being used. If there is a queue that is not being used I would want to delete that to maintain a clean workspace. Visibility on a Queue level as to which all routers are currently using this queue would be a great feature to have.
6 votesAll of the assets on the Demand Conversion Platform have a used in section so you can see where they are being used. It also links to where so you can make any adjustments. Gif attached.
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Create a limitation in the UI to not allow customers to have two different HubSpot fields with the same name.
Right now when a HubSpot field is created, the label associated to this field can be changed in HubSpot but the API name will be forever the same (you cannot change it in HS). If a customer creates two fields with the same name in HubSpot, in our Chili Piper form the dropdown will display both fields with the same name and it's impossible to know through the UI which one is the desired one. It can also cause a conflict in the backend when we don't actually know which one of them we should try to match with the…
1 voteHello! In the demand conversion platform when you are mapping your Data fields we now use the label in Hubspot which as you mentioned can be changed!
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Add the dynamic Meeting Time to Meeting Types
Currently the {!CP.Meeting.Time} dynamic tag is not available in Meeting Types. You can manually type it in to get it to work, but when the meeting is rescheduled the text for the time doesn't change from the original time. This would be very useful for giving customers more clarity on when their meeting is scheduled for, especially for scheduling in-person meetings.
2 votesMeeting time is now available as a dynamic tag!
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Allow admins to hide availability for all
Preference would be to allow admins to choose if they'd like to hide or enable "availability for all" for handoff.
It allows admins to ensure that users are scheduling for the next up, instead of overriding.
1 voteAvailability for all will only show in a flexible round-robin. If it is not to be used, use a strict round robin, and you can also prevent cherry-picking in the distribution! More details here.
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Show meeting name/title in Instant Booker view
Show the meeting titles/names in Instant Booker so you don't have to look in GCal or Outreach. This would be helpful for BDR's that are trying to schedule on behalf of an AE when the calendar is full and they need to see if there is a meeting type that they can book over.
2 votesThis is available in ChiliCal Scheduler!
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Customise meeting links display
Easy way to customise CSS, meeting links display, logo, verbiage etc.
1 voteMeeting pages can now be customized in our Demand Conversion Platform's Admin Center Branding
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Be able to export list of current meeting queues and see which users are assigned to each
When doing audits of which user is assigned to which queue, it would be extremely helpful and a major time-saver if I could export a sheet of all queues (ideally see which are active vs. inactive) and then have a column that shows the names of any and all users who are assigned to that queue. Currently I have to click into each queue separately and scroll down to see who is assigned...
1 voteThis is now solved in the Demand conversion platform with our teams and used in functionality. You can now create teams and use them across multiple rules. Then you can see where they are being used.
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Show overview of all Meeting Types and the Queues they're connected to
This would allow us to make sure we're only maintaining the Meeting Types that are in use without having to click into each one, try to delete it, and then hit an error.
1 voteOn the Fire Platform, you can now see everywhere your meeting types are used through the Used In tab! Gif attached.
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Ability to Edit Picklists on Forms in Chili Piper
When using Chili Piper router links or queue links, Chili Piper utilizes the forms built in Chili Piper, which reference the CRM fields that the form is mapped to. Many of those forms have picklists. Currently, there are no way to edit those picklists in-app. There are situations in which editing those picklists in-app would prove valuable. For example, with an outbound campaign, it could be useful to edit a "Country" picklist to only include the relevant countries to which the campaign is targeted.
So the ask is simply the ability to edit the picklists for CRM-referenced fields in forms…
2 votesThis is available in the Demand Conversion Platform through Data Fields. You are able to edit the picklist values.
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Option to show deactivated users
IDC is using IB to have CSMs book on behalf of analysts. Analysts were at one point in time in SDFC, but no longer are.
They are then manually provisioned a licenses via an invite link, but then the user table refreshes > sees that one of the analysts was in SFDC at one point in time > then removes them from the user table because they are technically "deactivated" in SFDC. Allowing admins to choose whether or not they can show deactivated users would prevent this issue.
1 voteDeactivated users stay in the User table unless the user is removed.
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Carry over associated reminders when duplicating a meeting
I duplicate meetings often for my own use and for clients - Since I assumed all settings carried over, I assumed that reminders were also reattached, but they aren't. I have months of duplicated meetings w/ no reminders :) whoops. Submitting this feature request for reminders to also be carried over since all other settings are duplicated, it caught me off guard that reminders would not be attached identically to the duplicated meeting.
1 voteAvailable in DCP platform
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Restrict to SOO logins only for users
Remove the ability for users to log in via Google/O365/Hubspot/SFDC
13 votesThis is now available in the Demand Conversion Platform! More details here.
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Invite additional email address to all meetings to show all bookings on one calendar
The idea is to add a specific email address as a guest on all calendar invites. This way you can view all of the bookings for all of your sales reps on one calendar when viewing in Google Calendar, for example.
1 voteYou can now add additional invitees on all meeting invites!
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