109 results found
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Display picture of assignee when using ownership queues
Display picture of the specific assignee when using ownership queues!
1 vote -
Account Ownership Routing for Existing Leads
Account ownership based routing should be possible for new Leads and existing Leads. Right now it is only possible for new Leads.
1 vote -
1 vote
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Allow multiple prospects to book the same demo slot
Some customers may find it useful to having recurring time slots throughout the week for various prospects from different companies.
1 vote -
Rescheduling information
It would be so helpful to know who was rescheduling a call and the reason for the reschedule. Currently, there is no way of knowing who did the rescheduling or why. Attendees are only notified that the change was made.
1 vote -
Assign different colors for queues
When SDRs are scheduling meetings for AEs through CP Instant Booker, it would be beneficial to visually differentiate meetings for different products by color. This would help us balance AEs' calendars when booking meetings for various products.
1 vote -
Internal Notifications For Meetings Booked
When a prospect self-schedules a meeting (for example, they book a time for a demo via the website), only the meeting guest and assignee are notified with a meeting confirmation. We need to be able to give others on our team this same level of "instant" visibility that someone booked a meeting.
We don't need this for every meeting type, but we do need to be able to cc or notify others internally that a demo was booked with X salesperson. Receiving an instant notification via email (just like the meeting confirmation email for the meeting guest and assignee) would…
3 votes -
Set time zones on custom schedules
We'd like the ability to set the time zone in which a custom schedule's hours should apply. Currently, custom schedules inherit the time zone from the user's schedule. Our use case is that our sales team travels to tradeshows and events, for which we set custom schedules that enforce availability only for specific meetings during those shows and events.
1 vote -
Dynamic Variables for Event Names + Reminder Email Subject Lines
Add dynamic variables to event name (ie booking person's company + my company as the event name) + allow dynamic variables in subject lines.
This will make it more consistent and allow for better calendar invite names(to fit standard call name format) and the reminder emails will reflect the calendar invite names
0 votes -
Ability to transfer existing meetings to a new booker
Our Chili Piper admin left the company so I had to reconnect the HubSpot integration under my name instead. I also updated all of the booker settings so that meetings would be booked by me going forward. But, that doesn't change all of the existing meetings that were already booked. When that person left the company, we had over 30 meetings that could not be rescheduled using the reschedule link because the booker no longer existed (their calendar was disconnected). There's no way to transfer those meetings over to another booker so we have to manually reschedule meetings. Sales has…
1 vote -
Allow for me to customize what time zones I can select from.
When changing the timezone (in the Americas), there are too many to scroll through. I wish I could deselect and remove some from view that I never use.
1 vote -
Custom booking link for meetings with multiple SMEs
Is there a way I can create a custom booking link for meetings where a SME needs to be on a call?
I am looking for a way I can add say a Sales Engineer, Pre-sales Consultant, an executive/manager or specialist on specific meetings I want to book.
1 vote -
Rescheduling settings- to be able to choose if people can book same day reschedules
We had a meeting that was set for tomorrow and the prospect was able to book SAME day (today) and our AE was busy so it completely threw her off. We want either a setting, or the ability to say if reschedules can be scheduled same day
1 vote -
Not cancel meetings when the calendar event is moved to archives in Outlook
New feature in Outlook archives calendar events older than a year. This does not delete the calendar events but moves it to a different calendar called Archives. With our ChiliPiper integration, this auto marks the events in Salesforce to be Cancelled and Not Held which is untrue and messes with our historical data.
1 vote -
Booking Links
The UI screen of the booking links page is terrible - not only is there no search functionality to search for a specific user, the users aren't listed in alphabetical order. It is extremely time-consuming to use this feature when you need to search through hundreds of names. Please bring this page up to date with the rest of the platform.
2 votes -
Unique Reminder Cadence Only Sent For Attendees That Don't RSVP
Currently Chilipiper supports sending unique reminders to attendees if they do not RSVP for their scheduled meeting, but it does not include branching logic that ensures the attendees will only recieve one type of reminder. As a result, if an attendee does not RSVP for their meeting, they can receive the general reminder messages AND reminder messages unique to those that don't RSVP. There would be benefit to providing branching logic to allow users to control that.
1 vote -
Identify meetings rejected from prospects
When a CP event is being sent, this is automatically accepted in the reps calendar and the prospects.
If the prospects later on rejects the meeting, there is no way to recognize this one as a canceled event unless the rep deletes the meeting from the calendar
For data consistency, it would be nice to be able to recognize these meetings (prospect reject = True)
1 vote -
Users Weighted within Meeting Types
Meeting types have the users weighted where you can have multiple queues which will allow for all departments to use the queue. This way your demo won't be assigned to an SDR and your qualification call won't be assigned to an AE
1 vote -
Listed organizer on confirmed meetings
When using the Reassign function(SDR holds handoff, AE holds IB) - remove SDR as organizer of calendar event & make AE organizer of both calendar event and zoom link so that the SDR does not appear on the confirmed meeting.
2 votes -
Guest Attended Toggle - Change to checkbox/dropdown
The guest attended button (that tracks no shows) does track completed calls if you toggle off and then on again. But, that's not clear in documentation and since the button is automatically toggled to attended, you would assume that the meeting status has been tracked as completed already. Since the button basically does 3 things (scheduled, no show, completed), it would be more helpful to have an option that supports that. A checkbox, dropdown, etc. We desperately need the completed status for accurate reporting, right now all of our completed calls are stuck in scheduled.
1 vote
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