5 results found
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Update fields on Event Object
Right now, using the JS options, we can write to custom fields on the event object (or activity object really). It would be nice if there was a way to do this with router links as well because some customers would like to write to UTM's on the event object and it's complex to make that happen.
another option would be to update fields directly on the event node in the concierge router and to have the option to either update fields with values from the form or update static fields. It's common to have to set the "type" or…
8 votes -
Error notification to admin
It would be great to have the option to trigger a notification when an error occurs in Distro.
2 votes -
More detailed reporting for concierge live video/phone
Concierge live video/phone reporting on which reps were called and who did or did not accept a meeting.
6 votes -
Report for Average time between form submission and meeting time
It would be useful to have a report that shows the average time per router, between a form submission and the selected meeting time, for any given date range.
3 votes -
Track route matching
Kim from Avalara has suspicions that some of her reps are not being honest and are changing the queue that comes up when Instant Booker loads in order to stack leads to different reps.She has requested some kind of ability to track which queue the prospect routed to first either in logging or as a custom field so that she can report on whether the queue was changed by the rep.Another point that came up in conversation was the ability to set a "Strict workspace" ie: disallow the reps the ability from choosing another queue from the dropdown even if…
1 vote
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