Tips, Tricks & Best Practices

I try to create a report where I get the number of tickets created in the past 7 days as well as the number of tickets closed in the same range of days. Help would be highly appreciated 😁

Hello, I am wanting to create a report that would show me the total number of companies at each stage of lifespan - i.e. a chart that has <1 year, 1 year, 2 years and so on. I have a lifespan field which is calculated by a start date field an Beitrag ansehen

We have a sales activity report that allows us to read and open all emails logged. We are using the BCC method for logging emails because the sales ext for Outlook was stripping attachments. When logging via bcc to multiple email accounts, these e Beitrag ansehen

Hello HubSpot Hive Mind, I am looking for a way to connect a customer service team via a phone system, to HubSpot. They use RingCentral currently, independently of HubSpot, and while there is an integration available, reviews are worrying and we Beitrag ansehen

AI is revolutionising the world of CX. By using AI to fuel productivity, CX teams have an unprecedented opportunity to impress, retain, and build relationships with customers like never before. The key is to find the right mix of tech tools and AI Beitrag ansehen

will like to get a service level for each ticket status. for example if the "NEW" tkt was answered within service level before moving to "WAITING ON COUSTOMER"

Hey all, I am looking to create a report that shows a list of Company Ticket Volume based on a List of past 12 months Company Name. | Oct 23 | Nov 23 | Dec23 | Jar24 .... company1 > #Tickets | #Tickets | #Tickets | #Tickets company Beitrag ansehen

Hello, I want to understand if the average time to close conversations report only counts emails received directly into hubspot or sent emails? Situation 1: We have a general inbox that our team works from but sometimes they have to use their Beitrag ansehen

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

Hello Hubspot community! I am faily new with Hubspot and could use a quick how-to guide for two reports I am needing to generate: Average ticket life or handling time from ticket creation to ticket solved. % Tickets closed in 24 hours I'd l Beitrag ansehen

What is the best way to calculate reopen tickets? So basic parameters are ticket# is constant, ticket status closed to ticket status changed to open, new email, or support response needed.

We only have 1 ticket pipeline which is 'Investor Relations' and would like to exclude 'Investor Relations' from each label. Is that possible?