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  1. I spend a lot of my advertising budget on Facebook lead ads, but if I sent them to a Chili Piper page after to book a meeting with my team, they have to fill out the form again. Would be great to be able to enable a prospect to book a meeting after converting from a Facebook lead ad.. ideally directly in Facebook but it could also work on a thank you page I redirect them to... would just need to pass thru the info they already submitted so they don't have to refill a form.

    81 votes

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    Idea  ·  0 comments  ·  Form Router  ·  Admin →
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  2. Create a Double Round Robin option so that an AE can be paired with any SE on a call

    60 votes

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    Idea  ·  1 comment  ·  Algorithms  ·  Admin →
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  3. Adding the ability to search on multiple factors for Account Matching in addition to just email domain. This would solve for situations where companies have multiple accounts for the same company (typically different country locations).An example would be searching based on email domain + another field such as country.This would also allow for matching to accounts for public email domains as well.

    31 votes

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    Idea  ·  1 comment  ·  Rules  ·  Admin →
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  4. Would prefer the option to show ONLY the calendar for the next rep in the queue. Classic round-robin distribution instead of combined availability of all reps in queue. rep1-rep2-rep3-rep4, then back to rep1-rep2-rep3-rep4. If a meeting no-shows or cancels, it is the rep's responsibility to get the meeting back on the calendar themself .

    30 votes

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    Idea  ·  1 comment  ·  Algorithms  ·  Admin →
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  5. Search all open opportunities for a match to Queue criteria rather than just last modified.

    8 votes

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  6. New user for the sites

    1 vote

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    2 comments  ·  Custom Objects  ·  Admin →
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  7. Dramatic decrease in Chili Concierge volume should send warning to super admins that something may be wrong - otherwise, if you don't hear from your reps or look in reports regularly you could miss tons of opps if say, a website change was made, or an integration was deployed on your site that you didn't realize would affect Concierge, or some other random event. Would be superior if the "dramatic" criteria could be set by the customer - such as if we see X percent decrease in x amount of time, or if we go 1 hour with no leads…

    6 votes

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    0 comments  ·  Form Router  ·  Admin →
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  8. After a conference, ability to use Chili Piper to upload a list of lead-scans to be distributed to reps via Chili Piper's routing logic.

    14 votes

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    Idea  ·  0 comments  ·  CRM Router  ·  Admin →
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  9. Currently it is not possible to create a rule in Distro where "Date Field is greater than X Date." You have to create a formula field in Salesforce to calculate the UNIX date and then reference that field in your Distro rules. Being able to reference date fields directly opens up a lot of doors for routing and simplifies the process.

    3 votes

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    0 comments  ·  Rules  ·  Admin →
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  10. Chili can detect when a rep is on vacation and not book meetings for them during that time, but that rep will still receive unbooked leads via the round robin. Ideally, someone on vacation wouldn't receive these either and the only way around this is to manually remove people from the queues.

    12 votes

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    Idea  ·  1 comment  ·  Teams  ·  Admin →
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  11. Currently, any manual calibrations made to a queue are not automatically reflected in other queues across a group. An admin must instead add/remove meetings to every queue in a group manually to keep them balanced.

    2 votes

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    0 comments  ·  Fairness  ·  Admin →
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  12. When working with 50+ queues due to large territories or broad teams/larger organizations, updating queues becomes a tedious and time-consuming task. It would be great if you could group queues together, and change a queue setting or add/remove a particular rule from the entire group at a time. Alternatively, you could select from a list of queues which to update, and trigger a mass update without a specific group defined.

    11 votes

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    Idea  ·  0 comments  ·  Queues  ·  Admin →
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  13. As of today, Chili Piper can redirect upon specific actions - a meeting being scheduled, a prospect being DQ’d, etc. It would be great to be able to conditionally redirect based on their form-filled values.

    10 votes

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    Idea  ·  0 comments  ·  Form Router  ·  Admin →
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  14. Want admins to be able to limit reps ability to select alternative queues or non-matching queues.

    9 votes

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    Idea  ·  1 comment  ·  Handoff Router  ·  Admin →
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  15. Four queue calibration, the current default is that the calibration resets every month. If that setting is disabled, say if a customer wishes to reset the calibration every quarter, that then has to be done manually by the customer.

    The ask is to enable a feature that would automate the recalibration of queues on whatever interval the customer wishes. So for example, if a customer wished to have queues calibrated every quarter, instead of having to log into chili piper and update, the customer could simply select "3 months" as the interval for recalibration and select the date on which…

    3 votes

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    0 comments  ·  Fairness  ·  Admin →
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    We've started to add additional algorithm options which will include Quarterly which should be available in Q1 2023. The options will follow automatic resets for:

    - Monthly

    - Quarterly

    - Rolling (no automatic reset)


    Admins will be able to select the start date of the distribution period should they not follow the traditional calendar year 

  16. We often need the ability to prepare before and after a meeting as a group, currently we only have the ability to add meeting buffers to the hosts calendar, would like the ability to add meeting buffers to guest calendars as well.

    1 vote

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    0 comments  ·  Teams  ·  Admin →
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  17. When the calendar loads after filling out the form of an Inbound Router through Concierge, we start the ownership update upon the lead creation at this moment for the rep the meeting will be booked with.
    However, if the prospect takes longer to book the meeting, they can be reassigned to a different rep through the QFPWDTA.
    The goal is that if the same queue is enabled on the Scheduling Queues and QFPWDTA, we should assign and distribute the lead/contact to the same rep.

    3 votes

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  18. When I edit the calibration for a user, there's usually a reason why. When my other admins go look and see I edit the calibration, it would be great to have a little note explaining the reasoning for editing the calibration.

    9 votes

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    Idea  ·  0 comments  ·  Queues  ·  Admin →
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  19. Reps are picking other Sales People in my Ownership Routing Queues. I need to be able to make Ownership based routing queues strict.

    9 votes

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    Investigating  ·  0 comments  ·  Algorithms  ·  Admin →
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  20. A setting that automatically sends owned accounts to a different qualified rep, when the account owner is on vacation.

    9 votes

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    Idea  ·  0 comments  ·  Algorithms  ·  Admin →
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