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esealpha on März 09, 2024
I am trying to create a custom sidebar for account records, which is easy enough. However, I don't want all the integrations and other options showing for everyone. So, I decided to make a "super admins" custom sidebar. Again, it's easy enough. Beitrag ansehen
0 Likes
4 Antworten
Mitwirkender/Mitwirkende
März 11, 2024 07:59
Yes and no. I created a new team with members from other teams. B/c they are members of other teams, they are "extra" members of the new team. Conseq...Beitrag ansehen
Adriane on Februar 28, 2024
In the daily service routine, it's common for previously closed tickets to be reopened due to additional customer inquiries. However, creating report data for such scenarios in HubSpot can be challenging. Besides the standard "Time to Close," Beitrag ansehen
Koryphäe | Elite Partner
Februar 29, 2024 07:46
Thanks for the tag @BérangèreL , this is a really great way to manage reopened tickets @Adriane , thank you for sharing your step-by-step process! ...Beitrag ansehen
WHamsiou on Februar 27, 2024
Hello, I would like to know if there is a way to track the First contact resolution rate. I work in customer service and it would be usefull to know how many tickets did we closed by responding only one time to the client. Thank you verry much in Beitrag ansehen
0 Likes
3 Antworten
Stratege/Strategin | Partner
April 17, 2024 06:33
Hi @Mariska , This is a contact property. Thanks, Louise Hare she/her Freelance HubSpot Expert ...Beitrag ansehen
MŚnieżek on Februar 01, 2024
Hi all! I've got a question about how HubSpot can enhance our daily work in the customer support team. Basically, I would like to know some resources that can enhance our support, for example, AI. I do know that HubSpot offers AI ChatBo Beitrag ansehen
0 Likes
1 Antwort
Koryphäe | Diamond Partner
Februar 01, 2024 07:20
Hi @MŚnieżek Here's a really useful video on how HubSpot AI can be used to improve productivity and customer satisfaction within CS: ...Beitrag ansehen
Gelöst
VMoon1 on Januar 31, 2024
Hi all, Looking for some ideas I'm trying to figure out if its possible to create some way of associating a meeting booked with the ticket it relates to Eg. a customer might book an engineer out for multiple different instances and it would be good Beitrag ansehen
0 Likes
1 Antwort
Accepted Solution
Berühmtheit | Partner
Januar 31, 2024 08:53
Hi @VMoon1 , If you're asking whether this can be done manually, then yes, by following these steps: https://knowledge.hubspot.com/records/as...Beitrag ansehen
Gelöst
Marisa12 on Januar 22, 2024
Those of you who are using HubSpot's Help Center to host company FAQs, how do you like it? If you are not, which tool do you suggest? We are considering maybe Stonly? Looking to weigh the pros and cons of Help Center providers. This is our current H Beitrag ansehen
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1 Antwort
Accepted Solution
Koryphäe | Elite Partner
Januar 22, 2024 19:39
@Marisa12 happy to share feedback on the Knowledge Base tool (the Help Center). I've built quite a few websites with Power Pro theme and they...Beitrag ansehen
Gelöst
LBeeson on November 13, 2023
Hi, we're running a workflow that updates information on a contacts record when a meeting has been booked using the Hubspot calendar link. This is working for the majority of users, bar 1. I have run a number of tests and checked the user settings, Beitrag ansehen
0 Likes
7 Antworten
Accepted Solution
Berühmtheit | Partner
November 14, 2023 04:04
Hi @LBeeson , Do you mind recreating your workflow with the classic triggers? (Delete all existing triggers, re-add them following the classic...Beitrag ansehen
Marisa12 on Oktober 17, 2023
Hi, At INBOUND, a speaker mentioned having two knowledge bases: 1 for sales and one for customers. Does anyone have this? Can you send me examples? How is it working? Is it hosted on HubSpot? Thanks!
1 Likes
2 Antworten
Koryphäe | Elite Partner
Oktober 18, 2023 22:05
Hi @Marisa12 are you asking whether HubSpot has two knowledge bases (one for sales and one for customers) or whether it's possible to configure two...Beitrag ansehen
Gelöst
Versha on Oktober 03, 2023
Could you suggest the ideas on how can I log the product request within a contact record mainly h ow can I efficiently record and track product requests tied to individual contacts in their respective records? We want to identify which product req Beitrag ansehen
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1 Antwort
Accepted Solution
Autorität | Partner
Oktober 03, 2023 12:13
Hey @Versha there's a few different ways you could do this. When a customer logs a product request, is it through a ticket? If so, it might be good...Beitrag ansehen
Gelöst
OAlterescu on September 19, 2023
Hi all Agin new in HS and I could not find an answer in the community forum. In some cases, customers are sending an email to our support address. 1. I want to set an automatic ticket creation out of that, How 2. Will HS recognize the customer Beitrag ansehen
1 Likes
2 Antworten
Accepted Solution
Ratgeber/-in | Elite Partner
September 19, 2023 03:28
Good Questions Here: Here's a super quick Loom for full context and visual explainer Query #1 Navigate to settings ➡️ Click on ...Beitrag ansehen
OAlterescu on September 18, 2023
New to HS, have a customer portal running but something is bothering me. When a customer gets into his ticket he can see only the last interaction. I would like to see the entire communication, but I can't find a way to set it up. Anyone can hel Beitrag ansehen
0 Likes
4 Antworten
Koryphäe | Elite Partner
September 19, 2023 14:21
@OAlterescu agree that there should be full visibility, I recommend adding the idea here for the product managers to consider. With Custome...Beitrag ansehen
SSayed on September 08, 2023
Hi all! I had a couple of questions (2) regarding the available functionality of HubSpot, namely regarding automated emails and business hours. 1. Is it possible to set some sort of a 'schedule' for automated email responses? For examp Beitrag ansehen
Community-Manager/-in
September 11, 2023 06:34
Hi @SSayed , Thank you for reaching out to the Community! Are you using the HubSpot Conversations inbox to manage your customer communicat...Beitrag ansehen
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