6 results found
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Update Case Owner
We want to update the case owner in concierge & Handoff in the same way that the Lead or Contact owner can be updated.
1 voteYou can now update Case and Opportunity owner in Concierge and Handoff - In the update Ownership node!
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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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Find Opportunity related to Contact instead of Account
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 votesThis is possible on the Fire platform by adding a condition in the matching filters to ensure the Contact ID on the Opportunity matches the Contact ID of the record triggering the flow.
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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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