I see in the original version, when you create a ticket in "Service", the side panel opens up, and when you click on "Create" it will go straight into the ticket in full screen view. If I use Helpdesk in Beta version to create a ticket, when I Leer más
I have a client wanting to review leads per team member. We can capture volume, but are interested to break it down further to see how the conversation was assigned, ex: auto-rotate, assigned from bot, self-assigned, team member assigned. Anyone Leer más
Hello Community, We would like to automatically inform the "company owner" which is assosiated to a ticket when a ticket has reached a certain phase. Does someone has an idea? Somehow i was not able to find a solution. We have Sales& Leer más
Hi @ASahin ,
I think the easiest way to do this would be to have a workflow that copies the Company Owner on the associated Company record to...Leer más
The ticket and company association gets removed via API integration(whenever we update the ticket in hubspot when it is updated in our system) although we have not written any association archiving logic in our side. Has any one got the same issue? Leer más
Hello there, I created workflow to change status of ticket in case customer reply to me. Here are the criteria: But after enrollment the close date is deleted. Can you give me a hint, what should I set diffen Leer más
@ProvidaOrganics das ist eine Limitation im kostenlosen CRM. Innerhalb der Lizenz gibt es da leider keinen Ausweg.
Eine Option wäre, dass du ...Leer más
Hi everyone, Our technical support team is moving over from another chat support tool to using HubSpot Chat. The other tool allows for our support agents to see the chat visitor's browser type, device type, location, IP address, the website pag Leer más
Hi @Jenny26 ,
As far as I know, this is unfortunately not possible at this stage. You can however request this in the HubSpot Ideas section of...Leer más
Hi All, We use templates to initialise conversations with our clients. Some clients require different information so we created multiple templates to accommodate this. Is there a way to link this template to certain NSIDs or clients? Ju Leer más
Hi @KNguyen0 ,
Have you tried using personalization tokens? Here's a help article explaining how to use them: https://knowledge.hubspot.com/c...Leer más
Hey @AONeal
Usually, HubSpot fetches these details from the sender's name you can manage your user profile and preferences and change the na...Leer más
It is possible to route a chatbot to a livechat. How do I set that up. We want to route the chats to specific teams based on the type of issues that our client has, ex: payment issues, booking issues, transportation questions, etc. How do I set thi Leer más
Hi Pam, Thank you for this information? Are you able to do this with a chat bot? So the chatbot does the initial communication and then sends it...Leer más
I would love the ability to have ticket types and multiple options of custom views for tickets based on the ticket type. We use tickets for proactive work (projects and onboarding) as well as reactive work. I have 3 ticket pipelines and each of thes Leer más
Hi, In settings I can go to my customer portal and edit the colouring of my Ticket Listing and Detail page. But how do I edit the Create Ticket page so that I have more than these four fields? It's hardly useful for a user to create a ticket i Leer más