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esealpha on Março 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. Leia mais
0 avaliações positivas
4 Respostas
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
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
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
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
0 avaliações positivas
1 Respostas
Top colaborador(a) | Parceiro
Fevereiro 27, 2024 10:58
Hi @WHamsiou , Yes, you should be able to do this. Create a single-object ticket report and use the filters 'Number of times contacted' is equa...Leia mais
MŚnieżek on Fevereiro 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 Leia mais
0 avaliações positivas
1 Respostas
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
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
0 avaliações positivas
1 Respostas
Accepted Solution
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
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
0 avaliações positivas
1 Respostas
Accepted Solution
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
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
0 avaliações positivas
7 Respostas
Accepted Solution
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
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 avaliações positivas
2 Respostas
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
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
0 avaliações positivas
1 Respostas
Accepted Solution
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
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
1 avaliações positivas
2 Respostas
Accepted Solution
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
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
0 avaliações positivas
4 Respostas
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
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
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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