Settings and activity
12 results found
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9 votes
AdminTristen Sleeper (Admin, Chili Piper, Inc.) supported this idea ·
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10 votes
An error occurred while saving the comment -
6 votes
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2 votes
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15 votes
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5 votes
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3 votes
An error occurred while saving the comment 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)
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3 votes
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7 votes
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3 votes
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.
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7 votes
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6 votes
One idea, that would work for not only handoff, but all products, is adding skip reporting to the meeting activity tab.
For example, when a meeting is booked, we have a column that tells you if this meeting assignee was chosen as a result of being skipped in the RR they were a part of or not. It will make it easier for admins to report on who has or hasn't been skipped. insights into why they were skipped would be helpful:
if concierge - availability prioritized over next in line
if handoff - availability for all chosen or someone was manually skipped because the booker chose someone else other than the person next in line