122 results found
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Set data deletion policy
To align with company's internal data policies
1 vote -
Make it easier to make a distribution
There are a lot of clicks to make a distribution, and when making a lot of them, it becomes tedious. Speeding this up would be great, especially since we are choosing the same general settings with each Distribution.
1 vote -
Having the new assignee name be a part of the title for rescheduled meetings
When rescheduling a meeting it no longer uses the Assignee name in the title, even if there's a dynamic tag. It just says "meeting with"
1 vote -
change default workspace
Ability to change the default workspace for each user. Currently the default workspace is visible to all users, but we want certain groups of users to have a different default workspace than others. Ex: We want the sales team's default workspace to be the Sales Workspace and the CS team's default workspace to be the CS team.
Our rep when building out Chili Piper initially made our default workspace "sales" but now everyone in the org, even if they aren't in sales, has to be a part of the "Sales" workspace since it's the company default. And it's impossible to…
1 vote -
Limit selection area in the Salesforce Actions settings page.
When working in the Salesforce Actions settings page, I often click away from the drop-down options and end up accidentally selecting "Apply to all Meeting Types in this Workspace". This is really annoying. There is a select button and the change should only be made if a user clicks on the small button as opposed anywhere on the row.
1 vote -
1 vote
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Guided end-user onboarding
I want the ability to generate a singe link for any given User, which has a walkthrough of all steps needed to comply with a company's standardized set of techs would be key, as I could then select my Organization's required techs, and then for any new user, simply send them a link which walks them through set up on their time.
1 vote -
Create and update queue/rule/team via file upload
Not being able to create queues via a file upload has become increasingly frustrating. We have roughly 80 queues/territories for our sales team and having to copy and paste zip codes is super manual and leaves room for error. 40 of these territories are Round Robin so when a rep leaves or starts having to manually go in and adjust each one manually is unnecessarily time consuming
1 vote -
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 vote -
Ignore case with smart booking params
Removing the requirement that parameters to the ends of Queue or Router links are case sensitive.
1 vote -
Select All User in Distro Team
Would like the ability to select all users in a list when adding users to a team for Distro.
1 vote -
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 -
Refine phone field build with multiple contact options
When using multiple contact options, only have one field asking for Phone number and to have that number mapped and updated in SF.
1 vote -
Personal Dashboard shows not just meetings assigned to you, but also meetings you booked for someone else
At the moment, if you go to your dashboard in "my workspace" you can see only the meetings that are assigned to you.
It is very common that bookers book for other people and they want to track those meetings they booked in the dashboard. It would be helpful to have those meetings you booked (but are not assigned to you) in the dashboard so you can track.
1 vote -
send notification if a rep has 0 availability the current week
Chili Piper is set it and forget it, but sometimes when new reps join they are in a queue but getting a lot less meetings than the others. When the admin is aware of that, he can train them on how to maintain a good calendar hygiene. I also prevents loosing prospects when a queue is made by one only prospect.
1 vote -
Prevent instant booking outside of working hours
prevent users from booking meetings outside of working hours in instant booker
1 vote -
Email notification if calendar invite not delivered to prospect
It is helpful to know if the prospect that booked a meeting does not receive the calendar invite email. Could this information either be made available within the dashboard or prospect reports or via an email notification to the assignee and admin?
1 vote -
Account-wide Branding Including Personal Pages
I'd like to be able to apply our corporate branding to all external interfaces, including Personal Pages and Personal Booking Links, not just inside a particular workspace. Currently we have to keep reminding our users to never send out their personal booking links because of the visual disconnect from our corporate branding.
1 vote -
Don't send Did Not Book notifications to contact owner when submission is disqualified
We only use Chili Piper for inbound sales inquiries, but our form accommodates support requests. These are disqualified in our Meeting Queues, but if the contact is owned in Salesforce our AEs are getting notified, which is causing confusion. We want to be able to send Did Not Book notifications only when the contact chose not to book, not when they are disqualified.
1 vote -
Allow Shared Activities setting from CP
Currently, the "Add additional guests to the scheduled Event in Salesforce (Salesforce will create a child meeting for each guest)" only adds events for internal users, not necessarily creating child events on the external guest timeline.
WS would like to be able to set that each guest on an invitation has a child event created on their record from within CP.
1 vote
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