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  1. This customer conducts extensive testing, and without the ability to mark items as test submissions, it impacts their reporting and numbers. They're looking for a way to "easily exclude things"

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  2. Saw this capability with outreach, and thought having the same with ChiliPiper would be good. When you go to schedule a meeting on your calendar, or have a meeting put on your calendar by a customer/partner who DID NOT book with CP, there should be a way to easily note what type of meeting it is.

    The idea would be to have a drop down in the calendar invite which allows users to pick the meeting type. This will help RevOps teams better audit what meetings reps are taking.

    1 vote

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  3. Would be great to capture the metrics below for reporting dashboard:

    • Attendance rate: The percentage of people invited who actually showed up.
    • Participation rate: How actively people joined in during the meeting, like sharing ideas, asking questions, or making comments. Not sure if this can be done.
    • Number of meetings: How many meetings happened in a set time. Including trends compared to same time last year.
    • Average meeting duration by sales person would be interesting
    • Time spent in meetings: Total hours individuals or teams spend in meetings over time.
    • Most popular meeting time would…

    2 votes

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  4. A way to configure custom reporting so that we could bring in the fields we would like to be able to report on at our fingertips.

    3 votes

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  5. The "See Prospect in Salesforce" button gets the prospect information only when the Salesforce option "Chili Piper creates lead in Salesforce real time".Change the behavior to make the button also works when the lead is created externally (via HubSpot for instance) before the notification is sent out.

    5 votes

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