Reschedule and reassign meetings

Overview

Reschedule or reassign meetings straight from your calendar invite. The new assignments will be reflected directly in Salesforce.

Rescheduling

If you or your customer needs to change the time of the meeting, it's best you reschedule your meeting either via the meeting reschedule link within meeting templates or directly in Google/Outlook calendar. Learn more about configuring Reschedule URL.


Reassignment

You're able to reassign meetings in:

  • Salesforce Event
  • Google Calendar Event
  • Office365 Calendar Event
  • Outlook Calendar Event

Checklist:

  • Make sure your preferences are turned on for this functionality. Once this is turned on, a new button will appear at the top right corner of your invites (this preference can be adjusted only if you are an admin in Chili Piper) 
  • You will need to have the Google Chrome Extension installed in order for the buttons to appear in Google Calendar.

Salesforce

To reassign a meeting to another rep directly from Salesforce, click the "Reassign" button in the Salesforce Event.  Learn how to configure Reassign Button in Salesforce.

Classic view:

Lightning view:

Select the correct queue, then select the rep you’d like to reassign the meeting to.

Google Calendar

Once reassignments are enabled in preferences, you will see a Reassign button at the top right corner of each calendar invite.

Office365

Once reassignments are enabled in preferences and if you are using Office365 via your browser, you will see the Chili Piper button at the top right corner of each calendar invite.

Note: For this functionality to work, please make sure you have Installed the Outlook Add-in. ***

Outlook

Once reassignments are enabled in preferences, you will see the Chili Piper "Reassign" button in your Outlook toolbar.

Note: For this functionality to work, please make sure you have Installed the Outlook Add-in. ***


Notes:

  • If the same teammate is not available, the software will recommend best person to be assigned to the meeting.
  • If the meeting is part of a round robin algorithm, the meeting count is updated to count for the change
  • As best practice, reassignment should only be done within the same queue in which the meeting was originally booked. 

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