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  1. 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

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    Investigating  ·  0 comments  ·  CRM Router  ·  Admin →
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  2. Want ability to pause a rep in queues rather than individually remove from each queue. the main issue is with such a large sales org, there are a lot of instances where reps either forget to mark their calendars as OOO or unexpectedly have to go on leave, and the only solution for us is to completely take them out of each of the RR.

    5 votes

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    Investigating  ·  0 comments  ·  Queues  ·  Admin →
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  3. In cases where competitors come inbound and attempt to waste our time this can be a nice to have feature that eliminates any possibility of a person on an excluded email domain from being able to schedule a meeting with your sales reps via Concierge - it would be a simple list of email domains that can be manually added or imported via CSV

    4 votes

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    Investigating  ·  1 comment  ·  Rules  ·  Admin →
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  4. A setting that automatically sends owned accounts to a different qualified rep, when the account owner is on vacation.

    11 votes

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    Investigating  ·  0 comments  ·  Algorithms  ·  Admin →
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  5. 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.

    17 votes

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    Investigating  ·  0 comments  ·  Queues  ·  Admin →
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  6. Create a Double Round Robin option so that an AE can be paired with any SE on a call

    86 votes

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    Investigating  ·  5 comments  ·  Algorithms  ·  Admin →
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