68 results found
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When reassigning do not notify prospect
When reassigning a meeting, don't send out a cancellation notification to the prospect. only change the meeting owner to the new assignee - this way it doesn't effect the prospect
6 votes -
'Text me now' option when brought to Booking Page
Text me now. The form currently has 3 options: "Call me now", "Start a video call", or "Schedule a meeting". We personally will not use "Start a video call". A preferred option for us and for our prospects is "Text me now" rather than a video call. So the client is in control of their experience by requesting to be called, texted or schedule appointment. We will upgrade our account from Concierge to Concierge Live w/ calling and texting if this feature becomes available. I'm sure I'm not the only one requesting it and that could benefit from it.
8 votes -
Write related Account to Lead in Distro
Stamp related Account/Contact to a field on the Lead Object.
2 votes -
Monitor Multiple Fields for Triggers
Currently, the Distro Trigger can only monitor 1 field for "When a specific field is updated." Having the ability to monitor multiple fields would be a big lift for us. We have a Primary Field, which we are using, but being able to monitor multiple fields would be a very nice to have.
Through the Entry Rules, we can make sure only the right Leads/Contacts are routed, but with only a single Trigger field, it makes it difficult to capture the right Leads/Contacts.
Ideally it would be similar to the Field Update interface where you can add multiple fields to…
3 votes -
1 vote
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Fallback when rep's are OOO in Concierge
Allow for coverage if a rep or reps are OOO in Concierge.
1 vote -
1 vote
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Export Logs
Add export logs functionality to run the analysis per the routed lead.
1 vote -
Distro/Form Concierge - Path Branching
It would be fantastic to build out more customization in routers rather than always having to go in a straight line by rules. More complex routing options like A) branching (based off a single rule or if/then criteria) would make the organization and rule building within routers much easier to follow (and educate others on).
Also, that ability to have rules trigger or route after another rule would be helpful. So basically first it checks for something like A) market segment and then B) checks territory. You could then build the secondary logic under the first branch to better understand…
2 votes -
Mark held meetings that were unqualified to credit back a rep
Weighting in Salesforce and Chili Piper differ because in Salesforce it's based on meetings held whereas in Chili Piper it's based on meetings booked. To make it easier to have the two match, there should be a way in Chili Piper to mark a held meeting as unqualified and credit the user back a meeting. Currently we can credit back no shows - but not unqualified held meetings.
2 votes -
Allow configuring order based on recency when matching against opportunities
We use ownership rules heavily and our rules match against opportunities and their owners. Opportunities in our Salesforce instance can have different owners. Because Chili Piper randomly selects an opportunity to match against currently, this leads to inconsistency in terms of how the ownership rule is applied, which undermines the effectiveness of the rule. Please provide the ability to control the sort order in which opportunities are pulled back (or provide a sane default - always use the most recent opportunity based on the criteria) so that this rule can be relied upon.
2 votes -
Set fallback actions for when integrations disconnect
I wish when the status changed, there was a way to get an alert or automate a downstream change. If someone's calendar connection breaks, for example, we need to remove them from the cue. Right now, we just have to go into the user list and check everyone periodically.
1 vote -
Distro for Hubspot
Use Distro for Hubspot
4 votes -
Redirect links for deactivated users
The ability to redirect a personal booking link, for when employees leave a company but have emails out using personal booking links
8 votes -
Do not consider inbound meeting count if booked on a weekend/extra hours in the day
There is a situation in our org where the sales persons work extra hours/weekend currently with the round robin routing they will have to wait for others to catchup weightage that's no bounty for the extra effort for the sales people.
Is there a way to build a system that only consider round robin for the office working hours and extra hour/weekend meetings aren't counted?
2 votes -
Add 'View Log' button in Distro routers
Add a button at the top of a Distro router that takes you directly to the linked Logs, next to 'Preview Flow'. You can do practically everything from within Flow Builder now except navigate directly to the Logs.
1 vote -
Write to Salesforce custom field when matched L2A
Would love the ability to match a Lead to an Account and not route to the Account owner.
Being able to write to a field on the Lead object which indicate it's matched to a certain account but hasn't been routed yet.3 votes -
Relative date math
Being able to say route here if within 60 days of X date field.
1 vote -
Distribution Hours
Ability to set the hours distribution (in our case, contacts) should run. For example, a contact is picked up by CP at 6pm local time, we want the distributor to only route that contact the following day during working hours. This is so that we can track SLAs accurately in Salesforce, as we do not expect our reps to be working at 6pm. Putting a busy block on one's calendar works for the weekend but not after hours on working days.
1 vote -
Upon round robin reset - continue in list order rather than move to top
Each time the round robin is reset, it starts over again from the top of this list of reps. This leads to reps at the bottom of the list often getting left out, an waiting all month / time period to be reached. It would be more fair if the round robin, even after being reset, would continue with the 'up next' rep in the list rather than bumping back up to the top.
1 vote
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