104 results found
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Share Group Link to a user(s) vs workspace/team
Group Link: Use case is a SDR wants to provide a booking link that looks at the SDR and their AE's calendar for open slots.
1) Allow users to create Group Links vs just admins or build into the role permissions
2) Allow to share the Group Link to an individual user or users. Right now it has to be shared to the Workspace or a Team. In the use case above, the Group Link is shared to the entire SDR team. The entire SDR team now sees all the Group Link booking links when they only need their own.…1 vote -
Lock Scroll Bar on Bottom of the Screen when trying to scroll to the right in Reports
Can you please lock the scroll bar on the bottom of the screen for the reports section.
Currently if I want to scroll to the right to see more columns, I have to scroll to the bottom of the page, scroll right, scroll up, and then continue to look.
I typically lose the information I need on the left to go back and check I am looking at the right thing, it's not very user friendly.
1 vote -
Add booking instructions as a subtext
Every time I send available times in an email, I'd have to let them know that all they have to do is click directly on one of the orange boxes.
It'd be great if this piece instruction was embedded as a subtext(similar to "view full Calendar Link")
1 vote -
Ability to suggest / recommend timeslots
Visually distinguish dates/timeslots that we suggest / recommend to the customer
1 vote -
CP hosted page to select a type of meeting (support, commercial, etc) followed by who to book with (or RR) on the next page.
We'd like to extend the use of CP to our CS/Growth teams but only if we can give customers one landing page (instead of multiple links) that has all of the different call types available to them and then the option to choose who they book with or a round-robin if they don't mind. Similar to personal pages but for the entire post-sales teams.
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1 vote
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Assign different colors for paths
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 -
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
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 -
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 -
Option to Cluster Calls
Provide suggestive booking times that prioritize "clustering" calls so that reps don't have big gaps in their call schedule.
Example:
• Charles likes to take 15-minute calls back to back. No buffer.
• Tony books the first 15-minute call at 9:30am.
• Bruce goes to book a call and instead of getting to pick from any 15-minute slot in the entire day, is first recommended to book a call at 9:45am or 10:00am. If neither of those times work, there is a “show more times” button to give Bruce all the options.1 vote -
Prevent Buffers from Over Booking
can we have a setting or toggle to prevent buffers from being booked over busy slots when the extension setting is set to Don’t allow Bookers to book over busy slots
1 vote -
Auto- Optional for booker rather than Auto-decline
Want ability for booker to be set as auto-optional rather than auto-decline. Use case is SDR's sending out campaigns in outreach using queue links and themselves as booker, when client books it looks rude for SDR to autodecline immediately when they've been having the communication with the prospect
1 vote -
Allow booker to edit the details of the scheduled event, but not be included on the invitation
Allow the BDR/XDR who is scheduling the meeting, to also edit the details of the meeting (change the time, add/remove guests etc.) without being invited. Foreseeably from their dashboard.
1 vote -
Placeholder Calendars in Handoff
Have the ability to add a placeholder calendar to a queue so that meetings can be booked with a defined number of reps per timeslot and then distributed to the proper reps at a later time. This was a part of the Events product.
1 vote -
Make time options go vertically first and then horizontally
When a prospect goes to book a meeting and they're brought to the calendar page, it would be nice to make the time options go vertically first and then horizontally. As humans, we're conditioned to view columns before rows when we look at data.
1 vote -
Reassign information posted to contact/lead in SFDC
When a meeting is reassigned, we currently don't move the reassign meeting data to the contact/lead (meeting type, utm parameters). We should move this data to the contact/lead as it's now the current event data.
1 vote
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