65 results found
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Instant Booker Tracking & Reporting
Track which meetings were booked via Instant Booker vs. Concierge/meeting link. Offer Reports to show this data and the % of meetings booked using each method. Offer the ability to sync this data to Salesforce Events.
2 votes -
Track queue match
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 -
Reporting metrics on personal booking links
Right now the only visibility into usage is through Conversion and distribution reporting. But there are customer who use personal booking links more than queues for their team and we have no visibility into the quantity of meetings booked through personal booking links.
8 votes -
Improved History and Distribution for Queues for Prospects Who Didn't Take Action
Currently there is no way in-app to track the distribution of leads via Queues for Prospects Who Didn't Take Action (aka DTA Queues). Additionally, current level and weighting does not apply to DTA Queues. For example, if a customer has 3 reps with weights of 100%, 100%, and 10% then DTA Queues will still distribute the leads evenly instead of following the set weights.
4 votes -
More adjustability for vacation calibration
Ability to set the percentage for vacation calibration. For example that rep won't get the same amount of meetings after she/he is back from vacation like the other reps, but maybe 50% of them. So of colleagues have 10 meetings, the rep after vacation will get 5 extra to catch up a bit.
1 vote
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