Settings and activity
26 results found
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9 votes
AdminTristen Sleeper (Admin, Chili Piper, Inc.) supported this idea ·
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5 votes
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5 votes
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48 votes
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5 votes
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2 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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16 votes
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8 votes
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40 votesIdea · 1 comment · Integrations » Communication Integrations (Slack, Video Conferencing, Zoom) · Admin →
An error occurred while saving the comment A common request is for us to "automate no shows" so that end users no longer have to toggle themselves.
Human error can often get in the way and at times it becomes difficult to get end users to adopt the no show toggle.
It would be a huge help if we could detect whether or not someone showed or no showed a meeting and then pushed that to Salesforce/Hubspot automatically without human intervention. It would set Chili Piper apart from other apps as well.
This would be helpful as it pertains to reporting for admins so they don't have to depend on end users remembering to toggle the no show button.
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47 votes
super helpful feature getting requested more and more as customers start depending on Chili Piper for reporting rather than their CRM tools. Would be a great UX change!