17 results found
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View meetings booked by a specific user
Better visualization in the back end to be able to see all concierge meetings booked with a specific rep. Right now when you filter in the reports tab within a workspace and search for the assignee
1 voteThis is available in Demand Conversion Platform's Meetings Activity. Gif attached.
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Improved reporting for Distro
It would be useful to be able to see a top-level view of routes, for example, how many records were assigned to each team and route, ideally with a timeframe selector. This would help view team distribution ensuring one team is not being overloaded compared to others.
1 voteThese improvements have been made in Router reporting! - Details here.
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Explain disqualification
When a form is disqualified, it would be great to know why it is disqualified. This would help mitigate routing errors.
17 votesConcierge logs shows you how a prospect was routed and why they may have been disqualified!
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Add Tags on Distribution Report to Identify How Meetings Were Booked
In the Distribution Report, it's not clear which meetings were booked
Manually, Booked through Chili Piper by your users, Booked through Chili Piper by through a booking link, Cancelled events or Skipped turns. I only get an overall view and it would be nice to have a dot next to each calendar meeting to indicate how it was booked.1 voteAvailable in the Demand Conversion's Meeting Activities!
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Add search function to dashboard filters
As an admin, I need the ability to quickly search for a single user's events, so I can quickly find their Chili Piper events.
[Workspace] >> Dashboard >> Add Filter >> Value (make Value searchable)
Need to be able to search for a specific value instead of scrolling through lots and lots of usernames.
4 votesWe now have a search in Demand Conversion Platform's Meetings Activity! Check out the filters and sources section.
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Reminders Log
It would be great to be able to view a list of reminders that have been sent as well as a list of queued reminders available to the admins. This would greatly improve troubleshooting when the Sales reps claim that reminders are not being generated. Also, when offboarding a rep this could help us see what is currently going out and to whom.
13 votesIn ChiliCal you are able to see reminders that have been sent and are upcoming.
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Report on meeting distribution for those who don't book via Concierge
When leads come inbound and don't book a meeting, Chili Piper assigns them to my sales team. I would love to see a report, similar to "Calibration Reports" that shows me the # of leads distributed per rep as well as a link to those leads so I can audit to make sure my reps are following up accordingly.
14 votesConcierge Fire logs allow's you to filter based on meetings not booked and see who they were assigned to - also linking you to the record in your CRM!
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filter reports to disqualified - no rules match
Please add a filter so you can drill down to the Rep Availability = Disqualified - No Rules Match.
This would make audits so much easier.4 votesConcierge Fire logs allow you to filter based on Disqualified status! Check out the article linked and the screenshot attached.
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Reschedule/Reassign on Dashboard
Ability to reassign meetings inside Chili Piper (not via Instant Booker)
8 votes -
Show Scheduled Date and Time in Queue History
It would be helpful for auditing and troubleshooting to be able to see what date and time a meeting was booked for in the Queue History. Currently we can only see when a meeting was booked and with whom.
5 votesThis is available in the Demand Conversion platform's Meeting Activity!
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Add a view for end users to see a summary of all of the queues they are included in
Add a view for end users to see a summary of all of the queues they are included in
6 votesIn the Demand Conversion Platform, we have a new used-in section where you can see where your shared assets such as teams, rules, and distributions are being used.
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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 votesThis is all visible in Distributions available in the Demand Conversion Platform.
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Show report for the exact selected dates
When we select a range for start-date and end-date in Reports, we display one less day for each - for example selected range 02 - 09 displays report for 01 - 08. This is confusing for users who may be wondering about data accuracy.
4 votesThis is solved in Meeting Activity Dashboard. More details here.
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Improved Prospect History Data
In the Reports tab we can hover over a person's name to see a black box with the data points on them. That box can be a little wonky to load and view on my browser where I don't see all the data. I'd love for this to be a clickable page or something that is bit more user friendly to audit the data points.
4 votesAvailable in the Meeting Activity Dashboard on the Demand Conversion Platform -- More details here
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Queue Results For Unmatched Form Fills
The ability to see the queue matching rules for leads who do not match any queue. When a lead matches a queue, you can click in the reporting section to see which queue it matched with, and which it did not (along with why).
If the lead does not match with a queue, you are not able to see why. This makes troubleshooting incredibly difficult.
2 votesIn Concierge logs you can now see what matched or did not match clearly!
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Remember my previous selection
Remember distro log selections (ie. last 7 days)
2 votesDistro logs now remembers your previous selection!
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Prospect History - Filter to Connected Only
Ever since adding Chilipiper in-app, we get a ton of "non-connected Prospects" that show up under prospect history, and it is making that entire feature a lot less usable. We want to see all connected meetings there.
1 voteIn Concierge Fire Logs you can now filter based on - Meeting Scheduled, Disqualified, Meeting Not Scheduled, Scheduling Meeting.
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