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Settings and activity

5 results found

  1. Allows users to set SMS Reminders sender and recipient

    13 votes

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    0 comments  ·  Shared Assets » Reminders  ·  Admin →
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    Robert Shedd supported this idea  · 

  2. Tracking number of slots available when booking a meeting

    16 votes

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    7 comments  ·  Reporting » Other  ·  Admin →
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    Robert Shedd commented  · 

    Yes - this is sorely needed for capacity planning.

    Robert Shedd supported this idea  · 

  3. Ability to automatically load balance meetings between reps POST BOOKING (and automatically reassign meetings)

    2 votes

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    1 comment  ·  Routing » Assets (Rules, Teams)  ·  Admin →
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    Robert Shedd shared this idea  · 

  4. Make it possible to set the Salesforce record type

    3 votes

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    2 comments  ·  Integrations » Salesforce  ·  Admin →
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    Robert Shedd commented  · 

    Lead Record Type and Account Record Type (RecordTypeId) are used to distinguish between different types of leads/accounts in our CRM. These fields aren't available for mapping or setting as hidden fields in Chili Piper. It would be very helpful to be able to set this on the lead, since we use CP for scheduling calls for different record types.

    Robert Shedd shared this idea  · 

  5. Data field Mapping for Events in Salesforce

    13 votes

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    Idea  ·  1 comment  ·  Integrations » CRM Actions  ·  Admin →
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    Robert Shedd supported this idea  ·