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How can we improve Chili Piper?

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6 results found

  1. 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 votes

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    1 comment  ·  CRM Router  ·  Admin →

  2. 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 vote

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    0 comments  ·  CRM Router  ·  Admin →

  3. 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 vote

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    0 comments  ·  CRM Router  ·  Admin →

  4. Route Leads from Spreadsheet Upload

    After a conference, ability to use Chili Piper to upload a list of lead-scans to be distributed to reps via Chili Piper's routing logic.

    14 votes

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    0 comments  ·  CRM Router  ·  Admin →

  5. 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

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    Released  ·  0 comments  ·  CRM Router  ·  Admin →

  6. SLA Triggers

    Add SLA Trigger to Distro

    1 vote

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    Released  ·  0 comments  ·  CRM Router  ·  Admin →
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