Bibiana Lorscheiter

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Activity overview

Latest activity by Bibiana Lorscheiter
  • Bibiana Lorscheiter created an article,

    Distro: Capping and Fallback Owner Features

    In this article, we will cover the Capping and Fallback Owner features in Distro and how to use them to ensure a smooth distribution among your Team Members! Table of Contents Capping How can I...

  • Bibiana Lorscheiter created an article,

    Configuring Slack for your Org in Chili Piper's Demand Conversion Platform

    Admin Rights Required This document applies to Chili Piper and Slack Admins. Increase communication among your sales team and broadcast success with the Chili Piper Slack integration. In this ar...

  • Bibiana Lorscheiter created an article,

    Configuring the Salesforce Integration for your Org in Chili Piper's Demand Conversion Platform

    Admin Rights Required This document applies to Chili Piper and Salesforce Admins. Salesforce integration is optimal for any organization relying on Salesforce as its CRM. All visitor and prospec...

  • Bibiana Lorscheiter created an article,

    Configuring Slack notifications in Chat

    Admin Rights Required Any configuration within this article can be handled only by Chili Piper Admins. You will also need an Admin from Slack's side. Slack notifications can be used in Chat by a...

  • Bibiana Lorscheiter created an article,

    Setting up Data Fields

    Admin Rights Required This feature is available for Chili Piper Admins. Data Fields are reusable properties used throughout the Chili Piper Fire platform. They allow you to capture visitor data...

  • Bibiana Lorscheiter created an article,

    Distro Batch Upload

    The Distro batch upload is the possibility to trigger Distro (insert or update of records) from a spreadsheet and is a nice way to properly distribute a bunch of records at the same time.  We'll co...

  • Bibiana Lorscheiter created an article,

    Distribution Reporting for Distro

    The Distribution Reporting in Distro is the perfect way to find out how your Routers are distributing your records and understand if any adjustments are required.  We will cover a brief explanation...

  • Bibiana Lorscheiter commented,

    Hey Ankur! I just edited my first comment with some additional information to make sure that we are covering all scenarios and calendar integrations. :) I hope it's helpful! 

  • Bibiana Lorscheiter commented,

    Hello Ankur! I hope this message finds you well! Thank you so much for joining our community! 😊Regarding your question, the meeting invites should be manually accepted by the prospects when you are...

  • Bibiana Lorscheiter created a post,

    Tips for Lead-to-Account (L2A) matching

    Hey there! Ensuring that your Leads will be routed to the correct account in Chili Piper is a goal that can be achieved by setting the correct rules in an Ownership queue. How have you been handlin...