Hi, I am trying to make the accounting@ company email the billing contact instead of mine. I created a view only profile for the accounting team, but they said they didnt have access to the billing info. So i upgraded them to a sales / service read more
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
Hi @AllyClee ,
To your first question, this is not as straightforward as you'd expect it to be, unfortunately. Record access permissions are d...read more
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
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
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
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 –...read more
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