4 results found

1. 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 votes

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   7 comments  ·  Algorithms  ·  Delete…  ·  Admin →
   Released  ·  AdminAlly Hardesty (Product Operations Manager, Chili Piper, Inc.) responded

   We now have strict distributions available on the Demand conversion platform! More details here!

2. Make Ownership Based Routing Strict within Instant Booker

   Reps are picking other Sales People in my Ownership Routing Queues. I need to be able to make Ownership based routing queues strict.

   11 votes

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   0 comments  ·  Algorithms  ·  Delete…  ·  Admin →
   Released  ·  AdminGaines Murfee (Director of Customer Success, Chili Piper, Inc.) responded

   This feature has been released as of Feb 8th 2024. The setting exist at the Queue level under the "Ownership" Option in the "Algorithm" tab. 

3. Have Round Robing determine what availability is shown to the client.

   Leads are for closers and your closers are busiest. This lead system allows a potential client to select a time and then the round robin is based off who is available. This puts more appointments in less effective closers appointment books. My top Sales guy only received 3 leads out of like 60 because of this. You need to have an option to do either. If I cannot get this honed in with weighting and teaching my top sales guy how to leave the most sought after appointment times open to me, we will be canceling your product. I would have never purchased it if I knew how this worked to be honest. I get the client convenience but leads are for closers.

   Leads are for closers and your closers are busiest. This lead system allows a potential client to select a time and then the round robin is based off who is available. This puts more appointments in less effective closers appointment books. My top Sales guy only received 3 leads out of like 60 because of this. You need to have an option to do either. If I cannot get this honed in with weighting and teaching my top sales guy how to leave the most sought after appointment times open to me, we will be canceling your product. I would… more

   2 votes

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   0 comments  ·  Algorithms  ·  Delete…  ·  Admin →
   Released  ·  AdminAlly Hardesty (Product Operations Manager, Chili Piper, Inc.) responded

   This is fixed with Strict Distribution types!

4. Grouping Assignments across Teams in Distro

   A user that is apart of multiple teams where assignments across rulesets are factored into algorithm. A true round robin for a single router.

   1 vote

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   0 comments  ·  Algorithms  ·  Delete…  ·  Admin →
   Released  ·  AdminAlly Hardesty (Product Operations Manager, Chili Piper, Inc.) responded

   You can now have distribution groupings where we combine round robin counter across several distributions. More details here.