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JSmithVance
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Member since ‎Aug 31, 2017
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Joanna Smith Vance

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JSmithVance on August 08, 2022
It would be really helpful to be able to have a report that tracks round robin designations. For example, for all our Contact Us Form submissions, we use the round robin feature to assign a sales rep. But there are times when we need to assign a c read more
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JSmithVance on June 25, 2021
It would be awesome to be able have a meeting link pop-up feature that can incorporated into a form, ie a Contact Us Form (CUF). Similar to how you can set up a meeting via the chat bot, but instead based on what a user fills in on a CUF - a pop u read more
3 upvotes
1 Reply
Participant
May 12, 2022
Yeah, this needs to be implemented. Would prefer not to go out to ChiliPiper myself.
JSmithVance on February 24, 2021
When a contact does not complete a workflow task for whatever reason, it would be awesome to just be able to correct the error and then click a button that says "retry" this task. In my case, I run into SFDC sync errors that require me to fix read more
7 upvotes
2 Replies
Participant
March 08, 2022
+1
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