7 results found
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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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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 -
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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SFDC Account Teams Routing
We have customers like Shopify and Avalara moving away from multiple lookup fields to Account Teams and would like this to be supported in our routing/rules.
5 votes -
Allow rules logic to determine assignee when multiple owners match in a queue
Imagine you have an ownership queue that has both a rule for Account ownership and Contact ownership with rules logic of "1 OR 2". Currently if there is a match for both rules, the assignee is chosen based on who is first in the physical order of the reps in the queue's assignee list. This means that if the Contact owner is listed first they will be assigned the meeting even if the Account owner matches and the rules logic lists the Account ownership rule first. This also means that in order to guarantee that Account ownership is prioritized over…
3 votesThis can now be customized in the flow builder where the order can be set in the flow. Available in form concierge on the Demand Conversion Platform.
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Customize DQ routing based on logic
Ability to customize disqualified leads IF they hit certain logic. Example - If an inbound lead/prospect hits a queue and is OWNED by a CSM, ability for us to DQ them and IF they hit that logic, route them to specific landing page.
2 votesAvailable in the Demand Conversion Platform with Form concierge. Using the flow builder you can create a customized experience and redirects.
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Duplicate Rules
Instead of starting from scratch each time for rules, it would be great to be able to duplicate a rule from a previous row and just swap out the value.
1 voteIn the Demand Conversion Platform, you can now duplicate Rules!
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