62 results found
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Block Scheduler when contacts are not in Salesforce
Right now Instant Booker shows a red X if one or more guests are not in Salesforce. Sometimes my reps forget to click on it and relate these new prospects to the right account. When they ultimately book a meeting with this person who isn't in Salesforce, it wrecks havoc on downstream automations.I'd love to be able to globally block reps from being able to proceed until 100% of guests are in Salesforce as contacts related to an account (other companies might prefer leads so the requirements should be configurable)
2 votes -
Show date and time booked in ChiliCal final screen once booked
Request the confirmation screen after a booking is completed in Instant Booker to display the date/time and calendar the event was successfully booked into. In our previous tool, the ICs would keep the booking confirmation screen tab to easily open to copy and paste the next scheduled event into in their follow up email to customers. Current workaround is writing it down before finalizing booking elsewhere or locating it in SFDC after the fact. Open to hearing other ideas to accomplish the IC's goal in the meantime :)
2 votes
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