We have staff which shifts overlap for a few hours, sometimes they end up working on the same ticket, as they don't know who is working in it or not, with Zendesk we were able to see when an agent was working with a ticket, by displaying if an agen read more
I think there should be an option to bulk export the sales email templates. At the moment, the only way to save Sales templates is to manually copy the content of each template, as there is no way to export them and it consumes a lot of time. read more
During testing of a unique business case, I identified that an unassigned Contact will be automatically assigned a Contact Owner if an email is sent through a connected inbox. Example: contact John Doe does not have an assigned Contact Owner. Sally read more
When you create a deal, there is a default close date (end of current month). Every month, we have to postpone the close date of our deals to the next month.
In our industry, the time to close is more around 80 to 90 days. The deal forecast w read more
Use Case: Our support team rotates who handles incoming Conversations and Tickets. In the Conversation inbox, we can automate assignment round robin style to allow multiple agents to work a given inbox while ensuring no Conversations slip through read more
I would like the ability to filter a dashboard by ANY field. Right now the only options are: Date, Owner, Teams, Deal / Ticket Pipeline. We want to filter by a custom field called Products, or antoher called Type.
It'd be great if Hubspot Sequences could include custom Suppression Lists and/or something akin to the "Don't send to unengaged contacts" checkbox that's available on the email marketing side of Hubspot. Use case: A sales rep could be continuall read more