Settings and activity
22 results found
-
2 votes
AdminTristen Sleeper (Admin, Chili Piper, Inc.) supported this idea ·
-
2 votes
-
4 votes
-
4 votes
-
2 votes
An error occurred while saving the comment -
3 votes
-
20 votes
-
3 votes
-
3 votes
-
11 votes
-
6 votes
-
8 votes
-
4 votes
-
6 votes
-
45 votes
-
1 vote
An error occurred while saving the comment At the moment when an end user is looking at their dashboard they only see the meetings they've been assigned.
Many teams use Chili Piper so that SDR's can book for AE's and it would be helpful for SDR's to see the meetings they book for their AE's so they can keep track.
-
10 votes
An error occurred while saving the comment One issue that comes up frequently is that if someone has to add 50, 100, 200 licenses, this can be a very tedious process as there could be 1000 users in SF or HS and you have to find every person individually and add their license.
It would be helpful if we could include the role of each user that exists in SF/HS and pull it into the user table so that we could filter by role and, for example, add licenses for all our "SDR's", "AE's", so on and so forth.
-
1 vote
-
6 votes
-
9 votes
to add to this, it would be nice if this existed on the create lead/contact node in concierge/handoff but also during manual creation.
For manual creation of leads and contacts, admin should be able to set fields (visible or hidden) that the end user needs to fill out (or are auto filled) when creating lead or contact as some admins have validation rules for creating contacts and leads included country, record type, etc.
beyond that, admins should be able to choose if they want to make visible lead or contact creation when a user manually creates. Some admins don't want contacts created ever so they want to show only the lead object (or vice versa)