Settings and activity
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51 results found
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.