Grandes mentes pensam igual

Olá, gostaria de sugerir como ponto de melhoria conseguir congifurar o SLA de vencimento de resposta e fechamento na visualização do cartão no help desk. Quando o atendente acessa a pipeline e vê as informações do ticket já ter quanto tempo falta para vencer. Cliente fez uma migração da Zendask e reclamou por não ter essa funcionalidade  Ex Zendask:  Onde inserir essas infos    ... Exibir mais

Problem: When adding KB articles to a knowledge vault (Breeze > Knowledge > [Vault] > CRM Objects > Add > Knowledge Articles), the list shows all articles without indicating which are already in the vault. This makes it easy to re-select items and slows curation, especially for large KBs. Proposal: Add a toggle “Show only not-yet-added” (default ON). Disable checkboxes for already-added items with an “Already in vault” badge. Optional: add a filter for “Category/Subcategory” and a sort by “Last updated.” Impact: Faster vault curation, fewer duplicates, and a cleaner training set for assistants—improving resolution accuracy and reducing back-and-forth for tier-one tickets. ... Exibir mais

In the Prospecting Workspace, it used to be possible to view the content of a form submission in the Recent Communications or Recent Activities sections.   Now, with Sales Workspace, the best you can do is associate a Form Submission with a Lead Object so that a Form Submission shows up under Recent Communications. The content of the submission is not viewable though. It always says "No properties updated" even if properties were updated by the form.   Is there a way to be able to view the form content again? It would make processing leads so much easier. ... Exibir mais

How to control for “Open”  ticket Status: To prevent overlaps, only one ticket can have this status per CSM. Implement controls in HubSpot to enforce this rule. ... Exibir mais

OPPORTUNITIES for round robin meeting links today:   1) My team is looking to assign a true round robin where each member receives evenly distributed leads. It has been noted in another thread this is not how the round robin function works today and that they are distributed based upon first availibility today. Is that correct?   2) Time Zone would ideally be set in user profile settings and assigned to each meeting link based on that setting. Thus, round robin would ideally be following each person's user profile setting to understand their availibility. Seems the workaround for this is the new "Consider working hours" setting? 3) Would love an ability to have our sales@ email take the place of Organizer when round robin is in place OR the Organizer is the individual chosen for the round robin.    WHY this matters to us - Calendly can do ALL of this today, but Hubspot cannot. I want to use the native meetings tool to garner greater functionality within workflows and reporting, but cannot if round robin opportunites stated above are real gaps and don't have a reasonable workaround.  ... Exibir mais

We are using the report "Ticket average time to first response by rep".  Most of our tickets are created via email, some are via a chat. I have realised that those created via chat do not count a "response" as I expected.   A ticket is created via chat an agent responds to it by creating an email reply On the report this email on 2. is not classed as a response as it is not replying to an email. Hubspot support told me that "the initial outgoing email from your rep, is not counted towards the Time to first agent reply field." The first reply is only counted when the client replies and the agent replies to that. Why?? This makes no sense, there is no other way to respond initially. It totally skews our reporting. Is there a way for me to create an accurate report that includes the first email sent to a chat ticket as a response?     ... Exibir mais

Hey HubSpot Community,   We are considering buildling out the Customer Portal in the Service Hub, but are concerned the portal does not have MFA. Any thoughts on if and when Hubspot will be adding MFA to the customer portal?   Happy Thanksgiving! ... Exibir mais

I'm trying to use the new beta CTA tools and I don't see that it tracks locations that the CTA is used in like the Legacy CTA tool did. Am I missing something? This functionality is really important to us especially when we're launching a new campaign and looking to make sure a CTA for that campaign is used in the right pages/locations on the site.  LEGACY TOOL:    BETA TOOL:    (yes, I scrolled to the right; there are no more columns and I don't see an option to "manage columns")   ... Exibir mais

As a content strategist and creator in charge of social media, not having access to a visual planner, specifically for Instagram, is difficult.   A large part of a successful account is visual appeal while targeting the right audiences. Without the ability to easily see my posts within a grid (like a 9 square grid), it's hard to plan for well curated, strategic content.   I can go to each instagram account (my company has 6, so it gets cumbersome) and try and imagine what everything upcoming may look like together, but it isn't easy.   I have used programs before that allowed me to visually plan my upcoming posts. Can this be addressed? The technology exists for a simple drag and drop visual editor, and can't be that difficult - I was using a platform to do this 6 years ago. As a side note, if there could be some sort of hashtag library with a trending hashtag suggestor, that would be great.  ... Exibir mais