94 results found
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Delete first queue rule
Currently not possible to delete first queue rule in a list.
2 votes -
Allow Admins to see which users are in which queues from queue list
Its frustrating and difficult to have to click into each queue to see who is in it. You can see queue membership on the USER level by hovering over those users. Why not see membership from the queue level?
7 votes -
Add Details to Email Notifications to Assignees
It would be so helpful if we could see the kind of record Chili Piper is routing in the notification emails, maybe by including the name of the router responsible. We are using Chili Piper for a few different use cases, so being able to differentiate would be so helpful.
3 votes -
Sales Level Agreements from Distro Available Elsewhere
We did a demo of distro and my biggest takeaway was the SLA actions tool. We've been working on that in our org separately and the tool accomplishes a couple of things that would be useful on their own or tied to concierge as well. The time dependent actions can be really difficult to set up inside a CRM on its own and that would really simplify that process. Also being able to schedule slack reminders would be a huge benefit for everything we currently use.
1 vote -
Either Deny Ability to Pull "Unavailable" Rep from HH Queue or Designate in Reports
We run into a common problem with very small queues (for example, our AE1s, of which we have <20) and during certain times of day (i.e., morning huddles or lunch periods) where the queue itself is devoid of "Available" reps. When this happens, we have a separate process we would like our SDRs to follow to find a warm body for the live transfer; however, in their haste, they often do not even notice that the queue is empty and suggesting an "Unavailable" AE -- and will pull them out of rotation when they cannot take the call. When this…
2 votes -
Remove calibration impact of removed users
Remove the calibration-effect of a user if they're removed from the queue
2 votes -
Deduping in Distro
Many customers look for deduping in their routing software to help keep their CRM data as reliable as possible. For example, LeanData offers deduping. We have seen many Distro cross-sell opportunities fall through because Distro cannot do deduping.
2 votes -
Create CP Form Fields without Linking them to Salesforce
Can it be possible to create form fields without having to link them to a field in Salesforce?1. The team wants to collect information that isn't always stored on a Lead or Contact.2. It's not scale-able for us to create a new field on Leads and Contacts for each data point the team wants to collect (i.e. Facebook URL, Facebook username, Facebook password, Twitter URL, Twitter password, EMR, etc).
5 votes -
Allow non-admins to view the queue distribution
Our reps would love to know when they are 'next' in the rota, and assume the rota is 'unfair' because the round robin calculation happens behind closed doors from their perspective.I'm sending them screenshots but would rather give them a window into the relevant queues.
5 votes -
Add additional questions after routing with Concierge but before booking
Want to reduce friction by only asking for a couple criteria up front and then immediately showing the available times. After selecting a time, want to show additional questions BEFORE submitting. Basically the same flow as the standalone booking links, but with Concierge as well.
4 votes -
Leverage existing teams and rules between distro & concierge
Be able to bring over existing meeting queue rules to distro to make the build easier.
2 votes -
Assign Regions via CSV
When creating your territory queues, it would easier to just load a CSV with the countries, states, cities each Account Executive owns.
4 votes -
Rules Validation
Be able to either test either an existing or new lead contact in SFDC against your routing criteria and display a visual of what criteria that lead does or does not meet.
4 votes -
Assign team members to Routes within a queue
I'd like to create a meeting queue, say, "Home Tour". This queue routes to different salespeople based on the user's location which we pass to Chili Piper. I'd like to be able to assign different team members to each location all within the queue.Something like the screenshot attached. This would be much cleaner for us than having to create 10+ queues for each market we are in and then add rules within each queue. As we expand, it's going to become a nightmare to look at and understand.
4 votes -
SFDC Account Teams Routing
We have customers like Shopify and Avalara moving away from multiple lookup fields to Account Teams and would like this to be supported in our routing/rules.
4 votes -
Queue Rule config with logic tree
Instead of writing the conditions with AND and OR, it'd be easier to describe the queue rule with a logic tree. Some major routing software offers it and it's fool proof than writing conditions with AND and OR.
1 vote -
Salesforce Queue
There is no way to identify if a SF record is owned by a queue. None of the drop down options allow for recognizing a record owned by a queue in SF when building out queue rules.
1 vote -
Don't use commas to separate queue keywords
Use a visual or other indication of a separate queue keyword so that commas in picklists can be used for routing.
1 vote -
Drag and drop users in queue order
It's very time intensive to manually click up or down to rearrange users in large queues.
1 vote -
Queue Rules View
Easier way to keep track of the rules related to a queue, which does not involve opening each queue.
1 vote
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