Hi Community,
I’ve joined to the beta version of the new HubSpot customer agent tool.
I’m trying to cofigure ‘Qualification criteria’ but when I try to pick from a CRM property I get empty drop down menu.
Although I configured some properties in the CRM Data menu.
Does anyone else see the same experience?
Is there a work around?
Thank you
Oren
Hi @OrenAsk,
You’ll need to “Configure New Property” first in under where it asks you to search for the property to allow the agent to access that. It will take you to a new screen to choose which properties the agent should have access to and how. Once you have selected these, they will show up in the dropdown. You may need to refresh the agent settings page a few times before it will show.
