4 results found
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Tables - Sorting
Anywhere a table is displayed in Fire, I would like the ability to sort by a column.
My first priority would be Assets since they are where changes happen most often:
- Teams
- Distributions
- Rules67 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.
5 votes -
Names for groups in rules
When you have several branches of logic, it's hard to know what each group is used for. Helpful to be able to name the group so it's easier to update later. For example, Group 1 name could be US Territory.
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
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