Tips, Tricks & Best Practices

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Solved
ChrisChiha on October 13, 2022
Hello, We have a property field that contains 2 values seperated by a comma. I would like to get the value of the property field that is before the comma only. Is there a way to achieve this? For example: Property value: Spain, read more
Accepted Solution
Top Contributor
October 16, 2022 04:30
Hey @Levi , Thanks! The export option worked for existing data. I created a js cusotm code for all new added stuff to have it scalable for the fu...read more
Solved
mbinmasoud on August 02, 2022
Hi all, I'm trying to create a report around the "Time to first reply" and "Time to close" SLA for one of our ticket pipelines. I'm familiar with configuring the SLA rules, but before I publish the reports, I want to confirm my understandi read more
1 upvote
3 Replies
Accepted Solution
Recognized Expert | Elite Partner
August 03, 2022 08:06
Hi @mbinmasoud . Based on your descriptions and what I know of HubSpot, I would agree with your assessment and your expectation. Do you have ...read more
kvonloesecke on June 09, 2022
Hey Community, How do you approach your customer service or customer support strategy? Do you have a single support channel or a multi-support channel? Regardless of the stage, you’re at or the size of your business, an inbound calling cha read more
Community Manager
October 31, 2022 07:43
Hi @NDemir2 , You're welcome! Have you tried out the steps in this set-up calling on HubSpot guide ? Thank you, Kristen
kvonloesecke on June 02, 2022
Hey Community, Have you ever ended a phone call with a customer and tried to remember the issue they described to you? Or maybe are wondering if you could have used a better soundbite? Or perhaps you’re trying to make sense of your case not read more
Community Manager
June 03, 2022 02:33
Thank you for your comment @Mike_Eastwood ! I wish you a successful and exiciting June! 🙂
kvonloesecke on May 26, 2022
Hey Community, Did you know that customer service playbooks can improve your customer experience and create a world-class team of support agents? A customer service playbook is a document used to outline best practices and g read more
Community Manager
June 06, 2022 07:19
That's a great example, @Mike_Eastwood ! I'm glad to hear that you'll be able to replace the PDF with the playbook 🙂 Cheers, Kristen
Solved
CGoodwinOlsen on April 25, 2022
We are looking for advice regarding best practice for handling tickets where the topic/issue, and therefore resolution, is common for multiple customers. Use case : an issue with out product occurs which impacts many or even all customers, so m read more
Accepted Solution
Recognized Expert | Partner
May 10, 2022 06:39
Hi @CGoodwinOlsen , You are correct that using marketing email based off of a list would not associate back to the ticket, nor would replies go...read more
Solved
SThompson7 on May 11, 2021
On the feedback page are we able to add more columns to display? I would like to see the company name field for example.
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
May 11, 2021 21:20
Hi @SThompson7 , As far as I can tell, this is not possible at the moment. With an Enterprise subscription however, you can create custom repo...read more
Solved
tdeascentis on April 20, 2021
In Hubspot, you can make some things private, like a template or sequence. Does anyone know if there is a way to limit the visibility of a contact. Making it private to select user(s)?
0 upvote
9 Replies
Accepted Solution
Hall of Famer | Partner
April 20, 2021 07:54
Hi @tdeascentis , Yes, this is possible. The concept is called Contact access in HubSpot and can be adjusted for each user in the settings. ...read more
Solved
skylergast on November 11, 2020
When a ticket is created it seems like it automatically assigns the Ticket Owners as the User who created the ticket.. That seems wrong, rarely is the person who is creating the ticket the individual who is the Owning the ticket for a resolution. read more
1 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
November 11, 2020 22:07
Hi @skylergast , How are you currently creating tickets? When creating a ticket manually, you can set the owner field to 'No owner', see below...read more
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