68 results found
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Add Option to choose Slack Channel In SLA node
In the SLA node you can only choose to send the assignee a slack or email. It would be helpful to send the notification to a slack channel instead.
5 votesSLA Slack notifications can now be sent to a Slack Channel - Check out more in our recent product updates.
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Have the ability to reassign a call to any user available regardless of team
When a user needs to reassign a call to another team member, they should have the ability to pick from all team members if needed, not just team members who were part of the distribution the call was originally scheduled.
This should list anyone in the distribution the call was scheduled from first, and then, if no one is available, list any remaining person available.
1 voteYou can now Reassign to other distributions or teams in the new reassignment flow. More details here.
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Customizable Internal Email Notification
Allow the internal email being sent to the new lead owner. This will allow for the email to include various fields the internal teams want to know without having to click into the record and dig around.
Example:
Subject:
New {!routed lead.leadsource} lead! {!routed lead.company}
Message:
Lead Link: https://seesaw.my.salesforce.com/{!routed lead.leadidcaseinsensitive_c}of Students (Opportunity): {!routed lead.opportunityofstudents__c}
Total Enrollment: {!routed lead.numseesawstudentstotalc}
Name: {!routed lead.name}
Role: {!routed lead.rolec}
Organization: {!routed lead.company}
District Account ID: {!routed lead.districtaccountr.accountidcase_insensitivec}
District Account Name:{!routed lead.districtaccount_r.name}5 votesThe Email notification can now be customized with tags and sent to a specific user. Here is what it looks like.
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Ability to Change Team in Distribution after Publishing
When creating a distribution on the Fire Platform, we assign a team, but then it is not possible to change the team without re creating the whole distribution.
We need to be able to change the team in the distribution
6 votesYou can now swap out the team in a Distribution without rebuilding it from scratch. This makes it easier to respond to org changes while keeping your routing logic intact. Once you update and re-publish, your stats will reset for a fresh start.
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dynamic population for the matched account and owner fields
Leandata does this and was a blocker for a customer
1 vote -
Write related Account to Lead in Distro
Stamp related Account/Contact to a field on the Lead Object.
3 votesThis can be solved with the Distro Variables feature. To get set up, check out this help article.
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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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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 votesThis is now possible in the Matching Hub using Lead to Opportunity and Contact to Opportunity Matching with filters and tiebreakers!
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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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Write to Salesforce custom field when matched L2A
Would love the ability to match a Lead to an Account and not route to the Account owner.
Being able to write to a field on the Lead object which indicate it's matched to a certain account but hasn't been routed yet.3 votesThis can be solved with the Distro Variables feature. To get set up, check out this help article.
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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 -
Strict Round-Robin Distribution Option
Would prefer the option to show ONLY the calendar for the next rep in the queue. Classic round-robin distribution instead of combined availability of all reps in queue. rep1-rep2-rep3-rep4, then back to rep1-rep2-rep3-rep4. If a meeting no-shows or cancels, it is the rep's responsibility to get the meeting back on the calendar themself .
58 votesWe now have strict distributions available on the Demand conversion platform! More details here!
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Fuzzy Matching for Account Matching
Adding the ability to search on multiple factors for Account Matching in addition to just email domain. This would solve for situations where companies have multiple accounts for the same company (typically different country locations).An example would be searching based on email domain + another field such as country.This would also allow for matching to accounts for public email domains as well.
37 votes -
Search all open opps for matching criteria
Search all open opportunities for a match to Queue criteria rather than just last modified.
13 votesThis is possible on the Fire platform in the Matching Hub. The Match to Opportunity tab has the option to change the filters (e.g. show Closed Won opportunities not just open for post-sales use cases) and tiebreakers (e.g. prioritise based on the created or close date instead of last modified). https://help.chilipiper.com/hc/en-us/articles/33532253394323-Matching-Leads-Contacts-to-Opportunities-and-Cases-with-Chili-Piper
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Ability to easily PAUSE reps from distirbutions for leave
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 votesThis can be solved by setting a rep to zero 0% weight in the Distribution, and they will then be paused. Here is how.
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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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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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