4 results found
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CRM Actions - Events / Delete for Personal Meeting Types
“Keep the meeting in Salesforce” setting should still apply to personal meeting types. We could do this by:
-Inheriting the setting from the User's Default Workspace
-Add Events/Delete setting to Personal Workspace CRM Actions
- Or a (global) Super Admin setting to control this per user.See https://floatingapps.atlassian.net/browse/CPP-8933 for more details.
5 votesIn ChiliCal User Controls > CRM Permission you can adjust the create event node with 'delete event upon meeting cancelation'. These settings are used for Personal Meeting types. Screenshot attached
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Routes - not updating SF contacts
It would be great if there was an option within queues to NOT update the Salesforce contact. we use queues for multi meetings and sometimes a client will put both names in the one first name field, or use a spouses email and their name - thus updating their contact to the wrong name.
9 votesWith the flow builder, you can decide whether to add the create and update nodes to your Router, which will allow you full customization.
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Automatic lead to contact conversion
companies have requested to be able to have automatic lead to contact conversion
8 votesCheck out updates here for more details: https://help.chilipiper.com/hc/en-us/articles/26274868262547-Product-Updates-February-8th-2024
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Update Leads/Contacts option in CRM Actions
CRM actions only has an option to Create Lead/Contact or not create anything at all. It would be great if there's also an option to just UPDATE lead/contacts (for just existing ones) as we do not want Chili Piper to directly create leads into our CRM
3 votesUpdated in CRM actions on the Demand Conversion Platform
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