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JesRichards
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Member since ‎Jun 29, 2017
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  • Upvotes Given
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  • Upvotes Received
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JesRichards on August 25, 2017
Is there a way to change a property from a contact one to a company one? We have custom properties that are categorized under contacts now from our old CRM, but we want to move them to be at the company level instead. For example Type: Prospect, cli read more
0 upvote
1 Reply
HubSpot Employee
August 25, 2017 12:01
Hi @JesRichards . If you have a Professional or Enterprise level subscriptioin to HubSpot marketing software, you can build a workflow to move a co...read more
RV on May 09, 2017
It would be great if I could select the times that I am available for chat. Much like in meetings where you are able to select your availability. I sometimes forget to launch chat when I start my day or make myself offline when I leave. If a cust read more
13 upvotes
9 Replies
RV
Member
August 11, 2017 06:50
@roisinkirby I love that we can set the availability for our work hours of the day. It keeps me from having to manually click the button when I log...read more
JesRichards on August 08, 2017
We keep missing chat's because someone will walk away from their desk for a few minutes when it's their turn in the round robin. There should be an option that all members get notified of a chat and it is first come first serve. We are a small team read more
2 upvotes
3 Replies
HubSpot Product Team
July 09, 2018 13:48
Chats can now be routed to the Unassigned queue, and users can set up notifications in their Profile & Preferences to be notified whenever a new ...read more
Solved
JesRichards on August 02, 2017
Is there a way to track phones calls as "conversions"? And associate the phone call with the contact. We want to see how people are converting phone call, contact form, live chat etc. and we used to monitor that in Google Analytics, but I would like read more
0 upvote
1 Reply
HubSpot Employee
August 02, 2017 20:47
Hi @JesRichards This depends on what you refer to as conversions. In Hubspot, a conversion is when someone submits a form. Any form submission a...read more
JesRichards on July 20, 2017
As we are chatting with users on the site we should be able to see exactly what they are typing in real time. Tawk has this feature and we would gain the super valuable information from people typing something and then deleting it, then sending some read more
15 upvotes
12 Replies
Member
May 19, 2022 13:33
Salesforce had this feature as well. It may only offer an extra 30 seconds, but that 30 seconds can be so important to giving a prompt response.
sdjohan on June 04, 2017
On Messages tool: It will be great to add the following for sales manager / admin: 1. Ability to view who are the sales reps who have Messages enabled - and their statuses. Ability to control that status. 2. Admin access to set publishing permissi read more
50 upvotes
15 Replies
Contributor
December 20, 2018 05:51
as enterprise user, we defently need a chat admin person and permissions set for chat. the chat admin should be able to edit chat settings from the...read more
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