Jorge Ferreira Filho
- Chili Piper Team
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Articles
Recent activity by Jorge Ferreira Filho-
Workspace Assets - Guest Forms
Who can use this feature? Available on All Products or Routing & Scheduling Available to Admins or Workspace Managers Billing Center Get a Demo Guest forms allow you to collect any informati...
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Meeting Types in MyApp
Who can use this feature? Available on All Products or Routing & Scheduling Available to All Users Billing Center Get a Demo Meeting Types are templates that you can use for meetings that ar...
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Welcome to Distro - Glossary and First Steps for Admins
Distro offers intuitive Prospect Routing without the complicated setup. Set triggers/criteria to instantly route inbound leads to the appropriate rep or assign ownership so you never miss another s...
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Common Salesforce API Error Codes
Uh oh! You just received an email from us with a subject line containing "SFDC API Error" and need to figure out the source of this error immediately, right? Don't worry, we got you and here you'll...
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Relate a Meeting to Salesforce Case
Who can use this feature? Available on All Products or Routing & Scheduling Available to All Users Billing Center Get a Demo Preface: Ensure your Chili Piper Admin has enabled Case Support f...
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How do I use the Routing Rule node in Orchestrator?
Who can use this feature? Available on Orchestrator Available to Admins Workspace Managers Billing Center Get a Demo This article explains in more detail about the Routing Rule node in Orch...
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Creating Only Contacts in Salesforce
Who can use this feature? Available on All Products or Routing & Scheduling Available to Only Admins Billing Center Get a Demo By default, Chili Piper should create a Lead in Salesforce if t...
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User Controls in Handoff
Who can use this feature? Available on All Products or Routing & Scheduling Available to Admins or Workspace Managers Billing Center Get a Demo This section allows admins and Workspace Manag...
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Viewing and Updating End-User Details in Command Center's Active Users
Who can use this feature? Available on All Products or Routing & Scheduling Available to Only Admins Billing Center Get a Demo Viewing and editing your colleague's details can be extremely u...
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Duplicate Matching in Distro
Who can use this feature? Available on All Products or Routing & Scheduling Available to Admins or Workspace Managers Billing Center Get a Demo This document provides an in-depth overview of...