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
Eli Hattersley
shared this idea
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Sarah Ditmars commented
Our reps are having to switch to Google Cal to find the email address of their contact and copy and paste from there into Chili Piper. This is making adoption extremely difficult as it's doubling their effort to book a meeting.