Settings and activity
22 results found
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2 votes
Adminemily brink (Enterprise Customer Success Manager, Chili Piper, Inc.) shared this idea ·
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52 votes
An error occurred while saving the comment An error occurred while saving the comment High Level Need: New Logic, rules, or router settings that allow an OWNED lead/prospect/contact to be rerouted OR to select an option that reroutes them to a catch-all or round robin queue in the event that the Owner is on extended leave or vacation and unavailable for weeks or months. Situation: an employee of a company using Chili Piper is on vacation or an extended leave. They own many accounts in SFDC and will continue to own them upon return from leave. One of their OWNED customers wants to book a time to meet with them and hits the ownership queue, but it displays availability only for when they return from leave (could be a week or months, depending on leave type) the customer wants to book a meeting sooner than that with ANYONE at the company, but because they can ONLY hit the ownership queue, they aren't presented with any other employees availability other than their account owner. Additional Notes: for enterprise customers it would never make sense to manually update the owned contacts in SFDC, and it can be too manual / difficult to remember to remove someone from a queue to ensure that person isn't included in the queue while on leave. This even happened here, abby was not removed from the queue until a full month in, and we ARE chili piper. if we can't remember to turn people off, our customers won't.
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40 votes
SCIM for Okta is planned.
An error occurred while saving the comment Would be greate to utilize the Okta integration to automatically deprovision a user in Chili Piper if deprovisioned in Okta
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13 votes
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2 votes
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25 votes
An error occurred while saving the comment Ability to limit reschedule range on a meeting types reschedule link - Use for toast is that a customer can schedule their Kickoff Call as far out as 6 weeks from that day based on the meeting type. but once the Kickoff Call has been scheduled, other processes are in motion and they'd like to limit the prospect to only reschedule within a week's time to not totally shift their onboarding timeline.
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2 votes
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10 votes
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8 votes
An error occurred while saving the comment SFDC does not allow lead creation if first name is over 40 characters (and there are other character limits for other basic fields) yet chili pipers form does not have a limit. Beazer uses Chili Piper form to fill out before booking a meeting and its causing issues when leads type in longer than 40 characters, lead doesn't get created. For standard fields like this can force character limit to allow for creation?
additionally, there's no way to quickly and easily see what leads have not been created - so catching this mistake is nearly impossible. youd have to manually open each meeting created from the dashboard , which for a customer like beazer is not possible.
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12 votes
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14 votes
An error occurred while saving the comment Need way to easily see in Chili Piper what Leads failed to create in SFDC and what events failed to create in SFDC
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23 votes
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35 votes
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22 votes
An error occurred while saving the comment Prefer to be able to hyperlink Reschedule and Cancel links rather than display full url.
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11 votes
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13 votes
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7 votes
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48 votes
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46 votes
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92 votes
Ability for clients to set a variable # of days that if lead matches to owner but owner is not available for X number of days, move to route through other queues. This would solve for vacation or extended OOO without manual intervention from Chili Piper POC and prioritizing booking the meeting over waiting for an owner.