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Tips, Tricks & Best Practices

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esealpha on Março 09, 2024

Use of Teams

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. Leia mais

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4 Respostas

esealpha

Colaborador(a)

Março 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...Leia mais

Adriane on Fevereiro 28, 2024

Step-by-Step Guide: Generate Precise Report Data for Reopened Tickets in HubSpot

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," Leia mais

Responder best practices Enterprise How-To Professional Quick Tutorial Service Tickets Workaround Workflows

9 avaliações positivas

3 Respostas

Jnix284

Participante de valor | Parceiro Elite

Fevereiro 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! ...Leia mais

WHamsiou on Fevereiro 27, 2024

First Contact Resolution Rate

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 Leia mais

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LouiseHare

Top colaborador(a) | Parceiro

Abril 17, 2024 06:33

Hi @Mariska , This is a contact property. Thanks, Louise Hare she/her Freelance HubSpot Expert ...Leia mais

MŚnieżek on Fevereiro 01, 2024

Enhancing Customer Support with HubSpot

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 Leia mais

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Phil_Vallender

Participante de valor | Parceiro Diamante

Fevereiro 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: ...Leia mais

Solucionado

VMoon1 on Janeiro 31, 2024

Associating Meetings with Tickets

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 Leia mais

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Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Janeiro 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...Leia mais

Solucionado

Marisa12 on Janeiro 22, 2024

Help Center? Insight on HubSpot's Knowledge Base Tool

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 Leia mais

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Accepted Solution

Jnix284

Participante de valor | Parceiro Elite

Janeiro 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...Leia mais

Solucionado

LBeeson on Novembro 13, 2023

Workflow not updating contact info

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, Leia mais

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7 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Novembro 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...Leia mais

Marisa12 on Outubro 17, 2023

2 Knowledge Bases Question?

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!

Responder Enterprise

1 avaliações positivas

2 Respostas

Jnix284

Participante de valor | Parceiro Elite

Outubro 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...Leia mais

Solucionado

Versha on Outubro 03, 2023

Best practice to log Product features requested within contact

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 Leia mais

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Accepted Solution

TomM2

Conselheiro(a) de destaque | Parceiro

Outubro 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...Leia mais

Solucionado

OAlterescu on Setembro 19, 2023

HS created ticket Vs Customer portal ticket

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 Leia mais

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1 avaliações positivas

2 Respostas

Accepted Solution

Shadab_Khan

Orientador(a) | Parceiro Elite

Setembro 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 ...Leia mais

OAlterescu on Setembro 18, 2023

Customer portal question

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 Leia mais

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4 Respostas

Jnix284

Participante de valor | Parceiro Elite

Setembro 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...Leia mais

SSayed on Setembro 08, 2023

Question about 'Blackout Hours' & Scheduled Automated Emails

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 Leia mais

Responder Analytics Tools Calendar Dashboards Email Deliverability Enterprise Free Professional Reports Service Settings Starter Tickets Workflows

0 avaliações positivas

1 Respostas

MiaSrebrnjak

Gerente da Comunidade

Setembro 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...Leia mais

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