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Staceylm
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Membre depuis ‎mars 4, 2020
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davharts le Mai 02, 2017
Task Templates for Easy Task Creation
It would be great to allow for saved task templates in HubSpot CRM. I find myself creating the same tasks often for contacts that I'm manually following up with (ie. not on a sequence). It would be great to have the option of creating templates inst Lire la suite
Répondre Idée Tasks
140 Mentions J'aime
58 Réponses
Staceylm
Contributeur
Avril 12, 2024
Can you screen shot the excel file? I'm not sure I'm following you exactly, but it seems promising.
sbacookie le Février 26, 2020
Associate tickets with other tickets
Working across multiple teams with multiple goals sometimes one customer project requires multiple tickets. As you are able to associate a ticket with a deal, company and contact. It could be nice if you were able to associate tickets with other t Lire la suite
Répondre Idée Tickets
182 Mentions J'aime
57 Réponses
Staceylm
Contributeur
Avril 12, 2024
@BBellon I don't see a parent/child association in Hubspot, nor do I see a way to close one before the other. Have you seen this? So glad the assoc...Lire la suite
Résolues
ricksox le Novembre 29, 2023
Close out tickets permanently after set amount of time
Hello! First post here and am excited to be a part of this community! My company has been using Hubspot for a while now but we are just starting to dig into reporting and metrics to develop KPIs for our service and support team. I've noticed tha Lire la suite
Répondre Discussion Tickets
1 Mention J'aime
5 Réponses
Staceylm
Contributeur
Février 12, 2024
Hi, Karsten! So you're suggesting that the ticket remain closed and a new one be opened? I'm curious about this because a lot of systems have ...Lire la suite
sbacookie le Février 26, 2020
Associate tickets with other tickets
Working across multiple teams with multiple goals sometimes one customer project requires multiple tickets. As you are able to associate a ticket with a deal, company and contact. It could be nice if you were able to associate tickets with other t Lire la suite
Répondre Idée Tickets
182 Mentions J'aime
57 Réponses
Staceylm
Contributeur
Avril 12, 2024
@BBellon I don't see a parent/child association in Hubspot, nor do I see a way to close one before the other. Have you seen this? So glad the assoc...Lire la suite
sbacookie le Février 26, 2020
Associate tickets with other tickets
Working across multiple teams with multiple goals sometimes one customer project requires multiple tickets. As you are able to associate a ticket with a deal, company and contact. It could be nice if you were able to associate tickets with other t Lire la suite
Répondre Idée Tickets
182 Mentions J'aime
57 Réponses
Staceylm
Contributeur
Avril 12, 2024
@BBellon I don't see a parent/child association in Hubspot, nor do I see a way to close one before the other. Have you seen this? So glad the assoc...Lire la suite
Staceylm le Janvier 24, 2024
Ability to Create a Banner across the top of a Hubspot ticket pipeline
We have multiple ticket pipelines that serve different functions within our org. As an admin, I would like a way to create a banner that is pipeline specific in order to communicate urgent or timely information to all reps who are viewing that pipel Lire la suite
Répondre Idée Tickets
0 Mention J'aime
0 Réponse
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