2 results found

1. Relative date math

   Being able to say route here if within 60 days of X date field.

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

   Available in the rule builder! Screenshot attached.

2. Distribute to the same rep the calendar was shown through DTA

   When the calendar loads after filling out the form of an Inbound Router through Concierge, we start the ownership update upon the lead creation at this moment for the rep the meeting will be booked with.
   However, if the prospect takes longer to book the meeting, they can be reassigned to a different rep through the QFPWDTA.
   The goal is that if the same queue is enabled on the Scheduling Queues and QFPWDTA, we should assign and distribute the lead/contact to the same rep.

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

   This is possible in the Concierge flow builder in Fire. You can distribute to the owner or use the same distribution if the prospect does not schedule.