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81 results found

  1. Flexibility with Reminders

    22 votes

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    Idea  ·  3 comments  ·  Shared Assets » Reminders  ·  Admin →
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    Angela Welch supported this idea  · 

  2. Ability to clone Meeting Types, Distributions, Reminders, Forms and Routers to other Workspaces

    22 votes

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    Idea  ·  1 comment  ·  Shared Assets » General  ·  Admin →
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    Angela Welch supported this idea  · 

  3. Backup For Reps Out of Office

    27 votes

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    Planned  ·  6 comments  ·  Shared Assets » Booking Pages  ·  Admin →
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    Angela Welch supported this idea  · 

  4. Reminders not sent from reminder@chilipiper.com

    153 votes

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    Investigating  ·  21 comments  ·  Shared Assets » Reminders  ·  Admin →
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    Angela Welch supported this idea  · 

  5. Allow for Distribution based on Busy/free availability of selected user

    4 votes

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    0 comments  ·  Routing » Algorithms  ·  Admin →
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    AdminAlly Hardesty (Product Operations Manager, Chili Piper, Inc.) responded

    We can route based on rep availability if they are out of the office and set fallback teams or users. But not yet the ability to do this based on specific meetings. IE if the rep is in a meeting during time of routing they will still be routed the lead at this time.

    Angela Welch supported this idea  · 

  6. Facebook lead ad integration

    85 votes

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    Idea  ·  0 comments  ·  Routing » Form Router  ·  Admin →
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    Angela Welch supported this idea  · 

  7. Distro/Form Concierge - Path Branching

    5 votes

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    1 comment  ·  Routing » CRM Router  ·  Admin →
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    Angela Welch commented  · 

    This would be an absolutely critical update for us at Jobber. The current limitations are very frustrating to build a whole new set of rules and branches for every tiny biforcation in the process.

    Like do x y z and then evaluate another criteria if A do that path and if B do the other path. Right now, it's so build intensive and this is how other routing tools work

    Angela Welch supported this idea  · 

  8. When reassigning do not notify prospect

    8 votes

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    1 comment  ·  Routing » Handoff Router  ·  Admin →
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    Angela Welch supported this idea  · 

  9. Mass Distribution updating/grouped Distributions for easy rule changes

    18 votes

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    Investigating  ·  0 comments  ·  Routing » Queues  ·  Admin →
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    Angela Welch supported this idea  · 

  10. Account for Vacation within an Ownership Path

    20 votes

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    Investigating  ·  2 comments  ·  Routing » Algorithms  ·  Admin →
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    Angela Welch supported this idea  · 

  11. Send a notification when the CRM actions are stuck in pending status

    3 votes

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    0 comments  ·  Routing » CRM Router  ·  Admin →
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    Angela Welch supported this idea  · 

  12. QA/UAT Environment Setup for Concierge Routers Testing

    3 votes

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    0 comments  ·  Routing » Form Router  ·  Admin →
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    Angela Welch supported this idea  · 

  13. Customizable Internal Email Notification

    5 votes

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    2 comments  ·  Routing » Queues  ·  Admin →
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    Angela Welch supported this idea  · 

  14. Convert Lead and relate the Contact to a non-matched Account

    2 votes

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    0 comments  ·  Routing  ·  Admin →
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    Angela Welch supported this idea  · 

  15. Speed to lead tracker

    3 votes

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    0 comments  ·  Routing » CRM Router  ·  Admin →
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    Angela Welch supported this idea  · 

  16. Automated Team Management via CSV or API Integration

    8 votes

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    1 comment  ·  Routing » Teams  ·  Admin →
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    Angela Welch supported this idea  · 

  17. Ability to duplicate routing paths in the Handoff Router

    5 votes

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    0 comments  ·  Routing » Handoff Router  ·  Admin →
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    Angela Welch supported this idea  · 

  18. Enable routing based on User Object

    4 votes

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    0 comments  ·  Routing » Rules  ·  Admin →
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    Angela Welch supported this idea  · 

  19. Tables - Sorting

    70 votes

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    Investigating  ·  4 comments  ·  Routing » Rules  ·  Admin →
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    Angela Welch supported this idea  · 

  20. Send to Router (Distro)

    7 votes

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    Dev Started  ·  0 comments  ·  Routing » CRM Router  ·  Admin →
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    Angela Welch supported this idea  · 
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