6 results found

1. Automatically Add Contact Roles to an Opportunity

   Today we currently can relate meeting types to open opportunities. It's common for Sales teams to add/require reps to add contact roles on the opportunity for reporting, keeping track of stakeholders, etc....It would be a nice addition to automate adding contact roles to the opportunity. Here is how it would work:If meeting type is selected to relate to the opportunity then optionally add the contact who the meeting was booked with to the opportunity contact role section....this checks if the contact the meeting was booked with already exists as a contact role, if they do exist, do nothing, if the contact the meeting was booked with does not exist as a contact role, then add them to the related opportunity. The admin would do this at the meeting type level in a workspace when "related to opportunity" is checked on and select a checkbox for "Add Opportunity Contact Role to Related Opportunity" and the admin can select a default "role" (picklist value) (ex: champion) assigned to these net new opportunity contact roles.

   Today we currently can relate meeting types to open opportunities. It's common for Sales teams to add/require reps to add contact roles on the opportunity for reporting, keeping track of stakeholders, etc....It would be a nice addition to automate adding contact roles to the opportunity. Here is how it would work:If meeting type is selected to relate to the opportunity then optionally add the contact who the meeting was booked with to the opportunity contact role section....this checks if the contact the meeting was booked with already exists as a contact role, if they do exist, do nothing, if the… more

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2. Automatically create an Opportunity when a meeting gets booked

   We can do this today with some APEX code and process builders, but would be much easier to setup and manage if CP could create an Opportunity when a meeting gets booked of a certain meeting type, although it may need to be an optional setting... possibly within the chrome ext during booking or after you book a meeting.

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   Idea  ·  2 comments  ·  CRM Actions  ·  Delete…  ·  Admin →
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3. Populate SF Case details when booking via Online Booking

   Currently SF Case placeholders in meeting templates populate only in IB to allow the booker to choose the Relate to field.With Online Booking, since a Case can't be selected, placeholder won't populate at all to avoid choosing an incorrect Case by default. It would be nice to improve this to populate the Case # when only one open Case is found.

   3 votes

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4. Data field Mapping for Events in Salesforce

   Just like there is already Form Mapping that allows to modify fields on the lead/contact, this should also be enable for the Event object in Salesforce.

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5. Update Lead Owner ONLY

   Under CRM actions is an option to update owners BUT it updates both Lead and Contact owner. It will be cool to be able to update just one of them like how Create Lead works.

   3 votes

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6. Relate event to more than one object

   Would like the ability within Chili Piper to associate one event to multiple objects!

   4 votes

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