54 results found
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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 votesYou can now Trigger Distro with multiple fields! Gif attached.
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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 voteThe Distro Router links to its related logs. Screenshot attached!
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Relative date math
Being able to say route here if within 60 days of X date field.
1 voteAvailable in the rule builder! Screenshot attached.
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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 voteThis is now available in Distro. In the assign and update ownership node, you can toggle on and off during working hours. More details here.
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Notify all members of a group queue when a Lead/Contact is assigned through "Queues for prospects who didn't take action"
When a prospect is assigned through "Queues for prospects who didn't take action" to a Owner from a queue booking link, all members should be notified about it and not only the Lead/Contact owner. It can give a better visibility to all members of this group queue.
1 voteIn Concierge Fire, you can now send a message when a lead is assigned that does not book. From here, you can cc an email and that email can be an address all users are on. Screenshot attached.
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Add route to a Campaign
Ability to add a route in a Salesforce Campaign. Campaigns help Marketers track the results of a Campaign by providing important KPIs.
1 vote -
SLA feature in Distro being able to mark a field value as blank or clear it.
Distro being able to mark a field value as blank or clear it. Helpful not to have to build formula fields for this in sfdc. We have existing prospects coming back all of the time. Don't want to build out a formula field.
1 voteYou can set a field as null in Distro. Screenshot attached.
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Greater/less than date field rules in Distro
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.
6 votesAvailable in the rules asset.
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Delete first queue rule
Currently not possible to delete first queue rule in a list.
2 votesSolved in DCP with rules and teams
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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 voteThis is now solved in our Rules available in the Demand Conversion Platform.
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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 voteSolved with rules and the new pill state.
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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 voteYou can drag and drop the order of users in teams
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Queue Rules View
Easier way to keep track of the rules related to a queue, which does not involve opening each queue.
1 vote -
Existing Lead to Account Matching in Distro
A customer is interested in using Distro to match existing Leads to Accounts in Salesforce. This would be matching based on email domain as well as company name (fuzzy matching).
1 voteAvailable in Distro! More details here
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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 votesDuplicate matching is now available in Disto! More details here.
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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 votesTeams and rules are shared between all product in the Demand Conversion Platform
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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 votesThis is possible in the Concierge flow builder in Fire. You can distribute to the owner or use the same distribution if the prospect does not schedule.
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Manually rearrange distro team order
Currently you cannot rearrange the order of members in a distro team. New team members are put on top of the team list. We should be able to order the team members using either arrows (like queue arrangement) or via drag and drop functionality so each team doesn't have to be rebuilt when new members are added. This is specifically for Distro
6 votesUsers can be reordered in Teams asset
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Add ability to define business hours for Distro SLA
Distro SLA allows users to reassign out leads if a certain field hasn't been updated within a certain amount of time. Clients would love to be able to set the "working hours" to prevent a lead coming in close to end of day or after business hours from being reassigned. ie, lead comes in at 5pm with a 3 hour SLA. Instead of having that lead reassigned at 8pm and penalizing the rep for not working after close of day, they would like the lead to be potentially reassigned at 12pm the following day (3 business hours after 5pm).
1 vote -
Show reassignment total in queue history reporting
Being able to see either who was reassigned a meeting +1 or was removed a meeting due to reassignment -1 would be helpful for reporting purposes in Chili Piper.
1 voteYou can now see records reassigned in the Demand Conversion platform's Distribution Reporting > Record Distributions.
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