8 results found
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Improvements to "Default Booker" of a Meeting Queue
Long-winded lead-in:I am an admin user and my company primarily uses Chilipiper for Concierge purposes. As a best practice, we want to use the credentials of a system/not-actual-people users as the primary means of integrating SaaS services together (e.g. Salesforce <> ChilIPiper). This future-proofs our tools for when people leave the company or go on vacation etc.We have done that for Salesforce, but I also wanted to specify that the Default Booker in our meeting queue as that same system user. However, the email address associated with the system user is a Google Group alias (we generally do not…
18 votes -
9 votes
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Assign team members to Routes within a queue
I'd like to create a meeting queue, say, "Home Tour". This queue routes to different salespeople based on the user's location which we pass to Chili Piper. I'd like to be able to assign different team members to each location all within the queue.Something like the screenshot attached. This would be much cleaner for us than having to create 10+ queues for each market we are in and then add rules within each queue. As we expand, it's going to become a nightmare to look at and understand.
4 votes -
Ownership Queue Auto-Inclusion
Conditional rules that make it easier for users to be auto-included in specific ownership queues if they are in the same router with other Queues with Rules
2 votes -
Unsaved Queue Warning
Please add a feature that prompts me to save a queue before exiting. I have lost too many queues thinking I saved them when i in-fact didi not
2 votes -
Show reassignment total in queue history reporting
Being able to see either who was reassigned a meeting +1 or was removed a meeting due to reassignment -1 would be helpful for reporting purposes in Chili Piper.
1 vote -
Split/Alternating Leads
Currently we share a queue between 2 teams. We do not have geographic regions. All leads are directed to the same queue. We would like to distribute leads on an individual basis while keeping the leads between the two teams even. Best case would be a counter to distribute leads from the website between the two queues.
1 vote -
Create 'Quickview' on hover for queue assignees
When looking to see which reps (or otherwise) are assigned to a particular queue, it would be great to have a 'quickview' pop-up feature when hovering over the "Assignees" icon, that quickly identifies who is assigned to a said queue, similar to the pop-out view in Reports > DistributionBenefit: Would save an extra step in having to click 'Edit' in order to view the queue assignees and would be fairly simple to create via a .mouseover or .hover function in jquery.
1 vote
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