94 results found
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See everyone's working hours and availability in 1 view
Most importantly the ability to see everyone's availability/working hours in one view instead of clicking into each person one-by-one. Maybe a drop-down instead of clicking into each user and having to leave the page. Ultimately, a shared calendar view for admins to view everyone workings hours, etc.
3 votes -
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 -
Block calendar within chilipiper without blocking personal calendar
I'd like to block a date within chilipiper and NOT my personal calendar. At the moment, I have days that need to be blocked after a certain number of customer appointments and I need to leave my personal calendar open to allow time for internal meetings.
current process is to create a custom calendar per day to block it off but it is not user friendly. It would be better to have a calendar in chilipiper to block off there and not affect my personal calendar. 10to8 has this option.3 votes -
30 Day Calendar View
Problem:
Currently, users/bookers are only able to view 7-days at a time, and in order to look at dates in the future, it requires too many clicks.
- i.e. if I want to book an event 3 weeks away, I'd have to click the "next arrow" 3 times and then find the date I needSolution:
Give users/bookers a rolling 30-day view of the calendar so they can easily click what day they want in that view.
- i.e. If today is April 13, and I want to book April 30, all I need to do is click on the…3 votes -
Book through Outreach Everywhere inside of Salesforce
Enable reps to use the Chrome extension overlay on Outreach Everywhere inside of Salesforce.
3 votesOur support team is working with Outreach to understand if this is possible
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Chrome Extension & Suggested Times support for Zendesk
It would be useful for us and customers to be able to use the chrome extension to insert Suggested Times when replying to customers via Zendesk.
3 votes -
3 votes
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Single Day Scheduling view
It would be great to be able to see a single day view when trying to book with multiple reps. This can make it easier to work with reps who have jam packed schedules.
3 votes -
Prevent bookers from changing the meeting type in Instant Booker
It would be useful for customers like Convoso to prevent their bookers (SDR's) from changing the meeting type when handing off into a queue using Instant Booker. They still want their SDR's to be able to edit the description (already an existing setting), but they have automations that trigger off of the CPMeetingType field in Salesforce and these get messed up if an SDR changes the meeting type. This new feature could be added to the Extension tab for example.
3 votes -
Prevent Assignee's from getting Meeting Buffers
A setting to be able to turn off Assignee's & Internal Guests from getting the meeting buffers would be great.
We only need them to for the Booker's to prepare, and its clogging up Assignee's calendars.2 votes -
Only show contacts reps have access to in scheduler
They have restricted access to certain contacts based on territories and others things to reps. They only want reps to see the contacts that they have access to in SF when suggested emails start coming up.
2 votes -
Admin ability to edit a meeting time zone
If there is a third party booking a meeting and the wrong time zone is selected, you need to cancel the meeting and rebook. There should be a feature where if the incorrect time zone is selected, you are able to edit instead of rebooking. If the original host is not available, it moves to someone else or doesn't allow you to rebook.
2 votes -
Reminders to confirm meeting based on time since booking rather than time before meeting
Would like the ability to set reminders based on meeting not accepted within X time period since booking the meeting rather than days before the meeting. For example, if we send a meeting request to a recipient 15 days before the meeting we want the ability to remind them on day 14 that we haven't received their acceptance of the meeting. Right now we need to set a time before the meeting if not accepted which could lead to significant delay.
Also the ability to mark the person as accepted if they don't have a mail client that sends calendar…
2 votes -
Enhancement to the "Book Again" Feature to copy Meeting Details
Currently, the "Book Again" feature only adds the people in the meeting to the scheduler but does not copy over the meeting's details, such as the meeting subject.
As a result, the meeting subject defaults to the original meeting type instead of reflecting the details of the meeting being copied. This can cause confusion, especially when the meeting being duplicated has a different subject or meeting type from the default.
It would be helpful if the "Book Again" feature could retain the original meeting details to ensure consistency and avoid the need for manual updates.
2 votes -
Invite Additional Attendees from CRM in Search Function
I’d love the ability to search for existing contacts in our CRM directly within the Chili Piper ‘Invite a Guest’ field. This would eliminate the need to type out the full email or switch to my email client to copy and paste, streamlining the invitation process.
2 votes -
See usage of Chrome extension at admin level
I want to be able to be able to easily track usage of the Chrome extension in Chili Piper.
2 votes -
Reaching host booking limit is not used when showing meeting availability.
Reaching host booking limit is not used when showing meeting availability. So often, Chili PIper will show a meeting as available. Prospect then clicks on meeting to book and then gets a page back saying that it is "unavailable". It's a bad user experience. Some users might click on the "Find another time" button while others might not due to being unaware of the button or through frustration.
We also want to keep the limit at 10 to have balance on focus and don't want to move to unlimited bookings as we don't want AEs spending a lot of time…
2 votes -
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 -
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 -
One-Time Use Booking Link for Meeting Queues
I want to be able to generate a one-time use booking link for meeting queues so that we can leverage the group/round-robin scheduling while still limiting customers to one meeting booked per link.
2 votes
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