We would like the 'Tickets' dashboard (under Service) in HubSpot to auto-refresh. The servicedesk would like to see the most recent version of this overview at all times as multiple people work on these tickets.
Agreed!! Please use - we are functioning solely in multiple tickets pipelines. The alerts/notifications are also delayed, and still require refreshing the page or opening a new tab. This should be a standard CRM feature, and is not included even in the Service Pro. If the conversation inbox is able to offer live views, can we do the same for Pipelines? Clunky workflow otherwise.
This is absolutely essential for us to properly start using HubSpot, as of now we need to keep Freshdesk for handling all queries as this is not inplace.
We are recently migrated from SFDC to Hubspot and this is a key item of efficiency that our team immediately highlighted post migration. They were disappointed to not have it as part of the system natively. Auto refresh is key to any support team especially those handling large quantities of tickets through smaller teams.
The tickets list should automatically update when new tickets are received and when the status of a ticket changes (e.g., reply form a customer) occurs. New and newly updated tickets should be visually different than the other tickets so our support team can easily focus on changes to the queue rather than hunt for changes. Thanks!
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