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How can we improve Chili Piper?

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2 results found

  1. Person-to-Lead - Related Lead Matching for Concierge

    Current Situation

    Lead-to-Related Lead Matching allows Chili Piper to route new leads based on existing lead records in Salesforce that share the same email domain.

    Example:

    Existing Lead: robbie@chilipiper.com
    (owned by Rep 1)

    New Lead: sorin@chilipiper.com

    Since both share @chilipiper.com, Chili Piper correctly identifies they’re from the same company and routes Sorin’s lead to Rep 1.

    ✅ This works only if robbie@chilipiper.com
    already exists in Salesforce as a lead record at the time Sorin’s form is submitted.

    The Problem

    If robbie@chilipiper.com exists as a lead record when sorin@chilipiper.com submits the form (but sorin@chilipiper.com does not), there’s no existing lead to…

    2 votes

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    0 comments  ·  Advanced Matching  ·  Admin →
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  2. Capping for Concierge

    It would be great if Chili Piper can find another team or user when an assignee has reach a certain level of meeting booked.

    Cap the assignee and distribute the other meetings to one other person or a team of users.

    1 vote

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