Advanced queues setup - Example

At Happy Inc., the org chart looks like this (6 appointment setters, 6 account executives)

The Chili Piper admin configures 10 queues for his team 

Queues Grouping

Queues are grouped under the following categories: 

  • If an inbound prospect is net new AND they qualify and they click the time slot to book a meeting then assign to account executives as follows: 
    • US Enterprise Sales: US Accounts with employee size > 500 
    • US Small Business - Sales:  US accounts with employee size <=500
    • Non US - Enterprise - Sales: Accounts outside US with employee size >500
    • Non US- Small Business - Sales:  Accounts outside US with employee size <=500
  • If an inbound prospect is net new AND they qualify and don't book a meeting directly through the Form Booker (either because they never get around to clicking a time or they close the calendar popup) then assign to the SDR team as follows:
    • US Enterprise Sales Development: US Accounts with employee size > 500 
    • US Small Business - Sales Development:  US accounts with employee size <=500
    • Non US - Enterprise - Sales Development: Accounts outside US with employee size >500
    • Non US- Small Business - Sales Development:  Accounts outside US with employee size <=500
  • If an inbound prospect is already in Salesforce and is worked on by a sales development representative:
    • Assigned Leads - Existing leads in Salesforce with an Account Owner
  • If an inbound prospect is already in Salesforce and is worked on by a sales representative:
    • Assigned Accounts - Existing accounts in Salesforce with an Account Owner 

Rules Examples

Here are examples of rules for the queues above 

US Enterprise Sales

Non US- Small Business - Sales Development 

Assigned Accounts

Assigned Leads

Other settings

Meeting types:  for sales development queues, the discovery template, for sales team, the demo template from these examples here 

Still need help? Contact Us Contact Us