140 results found
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Warning sign to adjust logic when a queue rule is removed
If you remove a rule from the queue but don't adjust logic, it's likely that all logic is thrown and leads could get incorrectly disqualified or qualified. Add a warning sign or window when a rule is removed to check logic and adjust.
3 votes -
Handling race conditions in SF
If SF fails to update for whatever reason, it'd be great to have a notification to the impacted assignee to manually update the record, or create a way for Super Admins to export these errors en masse.
1 vote -
Including UTMs on the event directly inside the webhook sent to Zapier
Including UTMs on the event directly inside the webhook sent to Zapier. CRM is Hubspot.
2 votes -
Mobile App for use in the field
We have a large number of reps who are in the field and rely on their phones for all prospect communications, calendar bookings, etc. It would be helpful if there was a mobile optimized app/version of the Instant Booker that would allow them to easily book meetings on their calendar via Chili Piper similar to how they are using the gcal app today. This is a blocker for full adoption of Chili Piper within our organization.
5 votes -
Assignee Availability List
Forrester would like the ability to quickly see a list of Assignees w/in a queues and their next availability to support identifying who doesn't have sufficient time available. Would prefer to take into account the meeting type as well to account for varying restrictions by date or by minimum or maximum scheduling settings.
6 votes -
Improvements to internal notification
Provide more context to the internal notification email sent out if Chili Piper doesn't create the calendar event.
3 votes -
Timezone selection doesn't include (daylight/no daylight savings)
Currently, when the prospect has the ability to select a timezone, it displays both the standard and daylight savings versions of each timezone. It would be beneficial if Chili Piper only showed one selection for each timezone and applied daylight savings adjustments as necessary automatically.
2 votes -
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 vote -
Router / Settings check-list
Have a walk through checklist that says you are 100% complete like doing taxes in turbo tax.
2 votes -
Permission-based queue access
We have a lot of queues set up, but not everyone needs access to all the queues. Most people only book a few queues and seeing ALL of them at once makes things a little more complicated than they should be. I'd like it if only the queues a rep needs to book in were visible.
5 votes -
Emojis instead of Hot,Spicy,Free icon in Instant Booker
While creating a Workspace, Admin has the ability to choose emoji. This is however only visible for Admins. I suggest to make this emoji visible for All users in the Instant Booker. In case if customer has different workspace for sales teams in different countries, it makes it even easier for booker to choose the correct workspace (aside of the workspace name, booker will see the small emoji which could be set for the US or the EU flag for example). Right now, all workspaces has icon of the license next to it (flame for hot license etc.)
4 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
5 votes -
CRM-less Dynamic Tags and Suggested Times
Support prospect-based dynamic tags in a CRM-free Suggested Times workflow with Form set to "always"
1 vote -
Format logo placement based on size
Today, when uploading a logo under Admin Center → Org details, it's possible to include a logo that will be squished when live.
It'd be great to have this fool-proofed so that whatever size ratio of the uploaded logo is maintained where-ever it's placed
1 vote -
1 vote
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Notifications if Concierge isn't working
Ensure that admins immediately know if their Concierge instance isn't working properly.
1 vote -
An open API with a /meetings endpoint where we can extract one object per meeting of interest
An open API with a /meetings endpoint where we can extract one object per meeting of interest
In this case, exporting this information into a database such as BitQuery when the crm is Hubspot.
2 votes -
Webhooks for event creation and event deletion
One of my clients is currently using Hubspot crm and Zapier and they are looking for webhooks in CP that would allow for event creation and event deletion.
2 votes -
Make Round Robin reset override per queue
Currently the ability to reset Round Robin Fairness calculation resides in the Workspace settings. It would be fantastic if you could set an override on individual queues to make the reset happen more frequently, or less.
1 vote -
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 vote
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