Settings and activity
15 results found
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48 votes
AdminLauren Riley (Account Executive, Chili Piper, Inc.) supported this idea ·
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2 votes
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10 votes
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12 votes
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25 votes
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66 votes
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39 votes
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83 votes
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59 votes
An error occurred while saving the comment Create a meeting series: This would allow users to schedule recurring meetings, such as QBRs in bulk in advance, as has already been requested. But ideally also allow for multiple meeting types with various hosts. Ie: meeting series "new customer" it prompts the end user to schedule a kickoff call with the CSM+ AE, then, prompts them to schedule a launch call with CSM, then a recurring QBR meeting with the AE...either launched all at initial scheduling or automatically trigger sending booking link for next meeting type/meeting attendees once previous meeting is marked as "held"
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133 votes
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82 votes
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70 votes
"two duplicate leads are created almost simultaneously. Lean data will merge those, and then alert the owner of the one that was created first." this is a must have for us and if Distro cant do that we will renew with LeanData and also purchase Bookit.
Internal note: the opp tied to this is for $15k of distro, but if we had won would also have brought in another $12k+ for concierge