Automated Team Management via CSV or API Integration
Enable team members and routing updates via CSV upload or API integration,
8
votes
Sapir Grinshtein
shared this idea
It is possible to add/remove Users to Teams, to adjust weights or calibration in Distributions, and to create/modify Rules via our Edge API: https://help.chilipiper.com/hc/en-us/articles/35576029581971-Edge-API-References
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Cassie Vera
commented
When creating your territory queues, it would easier to just load a CSV with the countries, states, cities each Account Executive owns.