2 results found

1. 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.

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   0 comments  ·  Fairness  ·  Delete…  ·  Admin →
   Released  ·  AdminAlly Hardesty (Product Operations Manager, Chili Piper, Inc.) responded

   Concierge 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!

2. 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

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   1 comment  ·  Fairness  ·  Delete…  ·  Admin →
   Released  ·  AdminAlly Hardesty (Product Operations Manager, Chili Piper, Inc.) responded

   This is all visible in Distributions available in the Demand Conversion Platform.