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  • BryceChee on September 07, 2021
    1 Replies
    Hiya passionate Hubspot peeps! I'm building out some of our support systems and processes in Hubspot from scratch so I wanted to check in with the community if there are best practices to operating in Service Hub? I'm aware of: - Setting da...
    Top Contributor | Diamond Partner
    September 07, 2021 03:24
    Hi @BryceChee , Apart from managing your ticket system through HubSpot, you can create a Knowledge base for your website visitors and also an inte...
  • mwada on July 12, 2021
    9 Replies
    We installed blow; onclick=";" When the chat-display was turned on,it worked. But the chat-display was turned off,it didn't work. Is there any other tasks to work onclick action with display turned off?
    HubSpot Employee
    July 23, 2021 02:52
    Hi @mwada To open the chat widget fully on mobile try changing your chat link href to include to #hs-chat-open: <a href="#hs-chat-open"...
  • Solved
    Honorable on June 29, 2021
    3 Replies
    Hi there. I am de/reconstructing our customer onboarding process and would like to borrow (steal?) from the Hubspot playbook. 🙂 The biggest area I am having trouble wrapping my head around is using workflows vs. sequences in the onboarding p...
    Most Valuable Member
    June 29, 2021 21:41
    Hi @Honorable , Thanks for the added context. I think that depends a lot on your specific processes and requirements. Which parts of the onboa...
  • Solved
    MHughes3 on May 19, 2021
    1 Replies
    Does anyone have suggestions on how we can use hubspot to monitor the annual serivcing of our cleints. Each year we are required to provide an annual serivcing to our clients, to check in with them and check everything is still okay. The month ...
    Most Valuable Member
    May 19, 2021 08:37
    Hi @MHughes3 , The starting point for this would be a contact-based workflow (available in Professional and Enterprise subscriptions), centere...
  • Solved
    1stClaas on April 21, 2021
    1 Replies
    When having trouble with hubspot, I can contact hubspot support which works superb with chosing a chat when available or creating a ticket. I would end up on a page where I can see all tickets created + the communication. Is it possible to have such...
    Community Manager
    April 22, 2021 03:01
    Hi @1stClaas Thank you for reaching out. This is not possible at the moment, however, I've found this integration that seems to mak...
  • Solved
    breville on March 30, 2021
    5 Replies
    Hi there, I have a fair amount of CRM experience, but not Service and need to do the following, but can't figure out if it is possible with Workflow... I have a number of tasks in our project management process that our customers need to carry ...
    Most Valuable Member
    March 30, 2021 06:55
    Hi @breville , This would be the first thing for you to figure out. If you want to automate reminders, those reminders have to be triggered by...
  • etroiani on October 09, 2020
    0 Replies
    Here is a good guide on how to improve your KB article skills..have a look at it:
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