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AllyClee on April 22, 2024
Hi all, appreciate any advice. We are new to Hubspot and looking for solutions for 2 things. a) How do we set permissions so that a 'contact owner' can see their contacts, a 'company account manager' can see all the contacts under that company inclu read more
0 upvote
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Accepted solution
Hall of Famer | Partner
April 22, 2024 05:08
Hi @AllyClee , To your first question, this is not as straightforward as you'd expect it to be, unfortunately. Record access permissions are more
kvlschaefer 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 05:33
Thank you for your comment @Mike_Eastwood ! I wish you a successful and exiciting June! 🙂
kvlschaefer 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 10:19
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
MDickens on January 12, 2022
Hi, I was wondering if there are any standard procedures and/or template e-mails that can be used when a customer has raised an issue but has stopped responding to communication? Also when would you close these tickets? Any help / advice would be read more
Accepted solution
Hall of Famer | Partner
January 12, 2022 07:21
Hi @MDickens , The first thing I'd check is your average time to close. This will give you a benchmark for how long tickets are usually open – more
HLevin69 on June 06, 2021
Hi, We chose Hubspot free version as we are just starting up. HS appears amazing but we're having challenges in setting up. We have 30 Services/Products that we'd like to add as a "checklist property" in Companies Contacts Properties. Can anyone read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
June 07, 2021 00:05
Hi @HLevin69 , I recorded a short step by step video here . Let me know if you have any follow-up questions!
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