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6 results found

  1. We want to update the case owner in concierge & Handoff in the same way that the Lead or Contact owner can be updated.

    1 vote

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    0 comments  ·  CRM Actions  ·  Admin →
  2. “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 votes

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    0 comments  ·  CRM Actions  ·  Admin →
  3. 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 votes

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    0 comments  ·  CRM Actions  ·  Admin →
  4. companies have requested to be able to have automatic lead to contact conversion

    8 votes

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    0 comments  ·  CRM Actions  ·  Admin →
  5. Currently the logic behind OppOwner queue rules is to find the last modified Opportunity linked to an Account, which means that multiple Opportunities can be found for one prospect. As an option, implement a queue rule to find the Opportunity related only to the Contact, which may be more relevant in some cases.

    4 votes

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    0 comments  ·  CRM Actions  ·  Admin →
  6. 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 votes

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    1 comment  ·  CRM Actions  ·  Admin →
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