5 results found
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Relative date math
Being able to say route here if within 60 days of X date field.
1 vote -
Ability to automatically load balance meetings between reps POST BOOKING (and automatically reassign meetings)
Currently we use weights to try to ensure reps are load balanced from a schedule perspective, however, we've found this to be insufficient and end up needing to manually reassign meetings between reps. We'd love for Chili Piper to be able to automatically reassign meetings between a pool of reps as schedules firm up.
2 votes -
Search all open opps for matching criteria
Search all open opportunities for a match to Queue criteria rather than just last modified.
11 votes -
Ability to read a time stamp in Salesforce
Ability to read a time stamp in salesforce. For example 8:00 needs to be routed to an EST rep while 17:00 should be routed to PST rep
1 vote -
Distribute to the same rep the calendar was shown through DTA
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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