Hey guys, I’m implementing Services Pro for my Customer Service team, and they often need to get back to that ticket/issu a couple days later to check if the suggested plan took effect or not. So, when moving the ticket to a stage they are required to input a date:
So, ideally this would create a task for the ticket owner to get back here X days from that property (Plan of action end date). Tried to mess up with the workflows a little bit but couldn’t get something like this.
Hey @JDobbin
Could you do something like the following? This doesn’t swing off of that date you mentioned, but if you are using a status or stage to track these tickets, you could trigger the workflow based on that status/stage.
So, you gave a great insight! What I did and believe will resolve this was the following:
So, here we have basically 2 types of “recovery plan” if a customer is falling behind: 30 and 90 days. What I’m trying to say to HubSpot is: When a plan is bigger than 60 days, then alert the CSM on day 45. And when is lower than that, in 20 days it will alert the CSM (ticket owner).
This looks good, glad you were able to resolve!
