Distro - ability for Prospect to select "backup" assignee if not available
Give client ability to decide if they want to take a second assignee's availability into account when scheduling or just schedule with the primary assignee. This could be extremely helpful if an Prospect hits an Ownership queue but their assignee is OOO or on extended leave, we could allow a option to "view more availability" and the Chili Tenant could choose backup assignees or an alternative queue to route to. Potentially this could be applied to the scenario if we allowed customers to enable Strict RR in concierge but then "select additional availability" and route to new queue
Mary Shama
shared this idea
This has been released for Distro - more details here! You can continue to track this idea still for other Demand Conversion Platform Products here -https://suggest.chilipiper.com/forums/943972/suggestions/45229801
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Micah
commented
Designating who a user’s “backup” is when on vacation, so that when owner goes on vacay, backup gets booked without updating the owner
- Similar to when a google calendar is disconnected -
Loan Vu
commented
Sales roles are typically high turnover roles. It's hard to plan and move quicker than CP so was hoping there was a way to re-assign a person who has left to one particular person until leads, contacts, and accounts have been updated to the new owner.
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High Level Need: New Logic, rules, or router settings that allow an OWNED lead/prospect/contact to be rerouted OR to select an option that reroutes them to a catch-all or round robin queue in the event that the Owner is on extended leave or vacation and unavailable for weeks or months. Situation: an employee of a company using Chili Piper is on vacation or an extended leave. They own many accounts in SFDC and will continue to own them upon return from leave. One of their OWNED customers wants to book a time to meet with them and hits the ownership queue, but it displays availability only for when they return from leave (could be a week or months, depending on leave type) the customer wants to book a meeting sooner than that with ANYONE at the company, but because they can ONLY hit the ownership queue, they aren't presented with any other employees availability other than their account owner. Additional Notes: for enterprise customers it would never make sense to manually update the owned contacts in SFDC, and it can be too manual / difficult to remember to remove someone from a queue to ensure that person isn't included in the queue while on leave. This even happened here, abby was not removed from the queue until a full month in, and we ARE chili piper. if we can't remember to turn people off, our customers won't.
