Tips and tricks
resolver
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Tips and tricks
resolverHi @Susancolleman to create robust reports, it's important to create custom properties to track the information you need to align with your customer service processes.
your custom reports are only as good as your data - for example, you can use workflows to create timestamps to track time between ticket actions and break it out by team member.
If my reply answered your question please mark it as a solution to make it easier for others to find.
Tips and tricks
resolverHey @Susancolleman, Happy Monday!
I would recommend defining clear SLAs within HubSpot to set expectations for response and resolution times. Our reporting tools can help you monitor SLA adherence and identify areas for improvement. You can also collect feedback using our survey tools.
To our top experts, @Jnix284, @BCondon7, and @Mike_Eastwood do you have any recommendations for @Susancolleman?
Thank you,
Pam
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Tips and tricks
resolverHi @Susancolleman to create robust reports, it's important to create custom properties to track the information you need to align with your customer service processes.
your custom reports are only as good as your data - for example, you can use workflows to create timestamps to track time between ticket actions and break it out by team member.
If my reply answered your question please mark it as a solution to make it easier for others to find.
