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LCunningham1 en Octubre 31, 2024
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 Leer más
0 Me gusta
2 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Octubre 31, 2024 10:41
Hi @LCunningham1 , Yes, you will need to create a custom property that stores the amount of years. Here's what the workflow would look l...Leer más
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LBluett0 en Septiembre 02, 2024
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 Leer más
0 Me gusta
3 Respuestas
Solución Aceptada
Miembro
Septiembre 06, 2024 04:11
This seems to be resolved now. We're now seeing the emails logged to the 'to' recipient.
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Peter__Jones en May 04, 2024
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 Leer más
0 Me gusta
2 Respuestas
Solución Aceptada
Miembro estimable | Partner nivel Elite
May 07, 2024 08:54
Hey there @Peter__Jones . Great questions. I don't a 1-for-1 answer for each question, but when I looked into some of the reporting in HubSpot, I do...Leer más
beatrizlima en May 02, 2024
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 Leer más
3 Me gusta
0 Respuestas
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5551ok en Marzo 26, 2024
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"
0 Me gusta
5 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Marzo 27, 2024 02:30
@5551ok have you reviewed this knowledge base article I shared? https://knowledge.hubspot.com/inbox/set-slas-in-the-inbox This has step by ...Leer más
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JoshVe en Febrero 28, 2024
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 Leer más
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9 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Febrero 28, 2024 07:10
@JoshVe did you create "Number of associated tickets" on the company object? (That's where it should go.)
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MSuarez6 en Enero 25, 2024
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 Leer más
0 Me gusta
2 Respuestas
Solución Aceptada
Experto reconocido | Partner nivel Diamond
Enero 25, 2024 08:00
Hi @MSuarez6 , Situation 1: I'm not 100% sure on this but I would say no, that email conversation in which the inbox was CC'd would not count ...Leer más
SSayed en Septiembre 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 Leer más
Administrador de la comunidad
Septiembre 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...Leer más
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EWeinberg en Junio 08, 2023
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 Leer más
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2 Respuestas
Solución Aceptada
Asesor destacado
Junio 08, 2023 15:26
It sounds to me like you should be able to do this with custom properties and then run reports on those properties. There is no simple how-to guide t...Leer más
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KMcParland en Enero 28, 2023
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.
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1 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Enero 30, 2023 00:41
Hi @KMcParland , Could you specify what exactly you'd like to calculate? In general, I'd approach this as shown below, with a ticket-based wor...Leer más
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TCastillo1 en Diciembre 22, 2022
We only have 1 ticket pipeline which is 'Investor Relations' and would like to exclude 'Investor Relations' from each label. Is that possible?
1 Me gusta
4 Respuestas
Solución Aceptada
Asesor destacado | Partner nivel Elite
Diciembre 23, 2022 05:06
Hey @TCastillo1 , You might have some luck with the Custom Report Builder instead of the Single Object Builder. Of course, you don't need, i...Leer más
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mbinmasoud en Agosto 02, 2022
Hi all, I'm trying to create a report around the "Time to first reply" and "Time to close" SLA for one of our ticket pipelines. I'm familiar with configuring the SLA rules, but before I publish the reports, I want to confirm my understandi Leer más
1 Me gusta
3 Respuestas
Solución Aceptada
Miembro estimable | Partner nivel Elite
Agosto 03, 2022 11:06
Hi @mbinmasoud . Based on your descriptions and what I know of HubSpot, I would agree with your assessment and your expectation. Do you have ...Leer más
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